5 Year Review Structured Product Review 2024

StructuredProductReview. com

Analysis and Annualised Performance by Product Shape - Growth Products (All Products) By Product Type Capital at Risk

Deposits and Capital Protected

Structured Product Maturities

2023

2022

2021

2020

2019

Average

2023

2022

2021

2020

2019

Average

All products Number of product maturities

37 35

34 34

21

40 28

24 24

31

28 23

46 36

53 25 28

44 21 23

51 51

44

Number of products producing positive returns Number of products returning capital only

20

28

31 13

2 0

0 0

1

11

0 0

3 0

5 0

10

0 0

Number of products which lost capital

0

1

0

0

0

0

Average duration / term (years) Average annualised return All products

5.81

5.92

6.01

5.92

5.63

5.86

4.15

4.63

4.61

5.35

5.34

4.87

5.89% 8.34% 2.46%

6.54% 8.63% 4.40%

7.56% 9.76% 3.70%

3.98% 9.82% -2.41%

6.60% 8.51% 4.79%

5.88% 9.00% 2.16%

2.33% 3.95% 0.13%

2.93% 4.76% 0.13%

1.75% 4.72% 0.00%

1.38% 3.85% 0.00%

3.15% 5.09% 1.27%

2.32% 4.54% 0.34%

Upper quartile Lower quartile

Capital at Risk Growth Products 2019-23

Deposit Growth Products 2019-23

45 40 35 30 25 20 15 10 5 0

6

60

6

5

50

5

4

40

4

3

30

3

No. of Positive Returns No. Returning Capital Only No. Realising Loss Average Term (RHS)

2

20

2

No. of Plans

No. of Plans

No. of Positive Returns No. Returning Capital Only Average Term (RHS)

1

10

1

Average Term (Years)

Average Term (Years)

0

0

0

2023

2022

2021

2020

2019

Average

2023

2022

2021

2020

2019

Average

12% 10%

6%

8% 6% 4% 2% 0%

4%

2%

All Products Upper Quartile

All Products Upper Quartile

-2% -4% Average Annualised Returns

0% Average Annualised Returns

Lower Quartile

Lower Quartile

2023

2022

2021

2020

2019

Average

2023

2022

2021

2020

2019

Average

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