This article was published on Fri 02 Aug 2019. At the time of publishing, this article was true and accurate, however, over time this may have changed. If you have any concerns about this please contact us

How has Protected Growth performed?

Fri 02 Aug 2019

Please see the table below. It shows the value of the Protected Growth option invested on 1 July 2014 to 1 July 2019 and the value that the member could have received if they were to withdraw all of their investment on the specified date. 

Date

Police Mutual Protected growth

% in period

01/07/2014

£13,000

 

01/07/2015

£13,948

+7.3%

01/07/2016

£13,372

-4.1%

01/07/2017

£14,554

+8.8%

01/07/2018

£15,307

+5.2%

01/07/2019

£14,949

-2.3%

Total Gains

£1,949

+15.0%


Example based on Police Mutual simulated past performance figures, though you should remember past performance is no indication of future performance and should not be the reason for choosing a product.

Example based on Police Mutual simulated past performance figures due to product launching in November 2015.
Example based on a £13,000 initial investment on 1 July 2014 and assumes no withdrawals are made.

Investment of £13,000 based on ISA transfer.
Performance figures take into account all charges which are applied during the period. Charges may vary.

The performance of your own investment will depend on how much you invest, our charges and our investment performance.

If you access your money in our Protected Growth ISA option at any time other than on the guarantee points, you'll get back the current value ‐ which may be less than you invested. The guarantee points are every five years.
The value of tax benefits depends on your individual circumstances and tax rates or legislation which could change in the future.

Our Options ISA is a Stocks and Shares ISA.


Type of article: Updates
Category: Performance (ISA)

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