With profits performance
With profits performance history
The graph below shows how the assets we hold for our with profits policies have performed for each of the last eight calendar years, 1 January to 31 December. The performance is a combination of the returns received from all the investments. These investment returns are before we’ve taken off investment expenses, tax and any policy charges.
Please note that the returns used to calculate bonuses for individual plans over the years will not be the same as those shown below. This may be for a number of reasons, one of which is to reflect the varying features and benefits of different with profits products.
Please note that all investment returns are rounded to the nearest %.
Past performance is not a guide to future performance.
You can find out specific product details by clicking on the link for the relevant product at the bottom of this page.
UK and overseas shares
Fixed interest securities
We invest in a mix of assets, which can help to reduce the impact of poor performance by any one asset type. As the assets react differently to economic factors, when one is not performing well, another may be performing better.
The pie chart below shows the mix of assets for our with profits policies as at 31 December 2019.
To see the investment returns and asset mixes for specific with profits products, please visit the following pages:
- With profits bonds performance information
- With profits pensions and annuities performance information
- With profits endowments and savings plans performance information
The value of investments may fall as well as rise and investors may get back less than they invested.