A previous-generation retirement product, Flexi-pension could combine the benefits of life assurance and investment funds into one retirement investment product.
The result was a product that offered investors peace-of-mind plus a retirement funding investment that could expose their investment to the potential for market related growth.
While this investment is closed to new business, the performance data is reflected here for the benefit of existing clients.
Top 40 Index Tracker Fund
| |
Retirement Annuities |
Endowments/Life |
| Period |
MP |
AP |
SP |
MP |
AP |
SP |
| 1 Year |
0.7 |
4.5 |
4.5 |
0.8 |
4.3 |
4.3 |
| 2 Years |
7.2 |
7.3 |
8.7 |
6.8 |
6.9 |
8.1 |
| 3 Years |
12.3 |
11.1 |
14.3 |
11.4 |
10.3 |
13.2 |
| 5 Years |
7.0 |
7.4 |
7.5 |
6.5 |
6.9 |
7.0 |
| 8 Years |
12.2 |
12.9 |
16.7 |
11.1 |
11.7 |
15.3 |
| 10 Years |
13.4 |
13.3 |
13.1 |
12.2 |
12.1 |
11.9 |
Archived reports