This article was published on Thu 30 Jan 2020. 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?

Thu 30 Jan 2020

The table below shows the value of an Options ISA - Protected Growth option invested on 1 January 2015 to 1 January 2020. It shows 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

01/01/2015

£13,000

-

01/01/2016

£13,218

1.7%

01/01/2017

£13,568

2.6%

01/01/2018

£14,593

7.6%

01/01/2019

£14,681

0.6%

01/01/2020

£14,766

0.6%

Total Gains

£1,766

13.6%


Example based on Police Mutual simulated past performance figures due to product launching in November 2015. You should remember past performance is no indication of future performance and should not be the reason for choosing a product.

  • Example based on a £13,000 initial investment on 1 January 2015 and assumes no withdrawals are made.
  • Investment of £13,000 based on ISA transfer.
  • Performance figures take into account all charges which 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 Options ISA - Protected Growth 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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