5 Year Review Structured Product Review 2024

StructuredProductReview. com

Analysis and Annualised Performance 2019 - 2023 (All Products)

Detailed subsector analysis on pages 16 - 27

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

565 552

554 554

459 444

173 133

243 236

399 384

64 56

80 70

70 39

62 30 32

91 79

73 55 19

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

7 6

0 0

9 6

24 16

3 4

9 6

8 0

10

31

12

Number of products which lost capital

0

0

0

0

0

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

3.02

3.04

3.19

4.53

3.32

3.23

4.19

4.63

4.69

5.49

5.13

4.83

6.90% 10.08%

6.89% 9.15% 4.98%

6.82% 9.57% 4.23%

4.22% 9.22% -4.01%

6.74% 9.38% 3.81%

6.63% 9.54% 3.50%

3.07% 4.81% 0.71%

3.41% 4.99% 1.20%

2.13% 4.87% 0.00%

1.55% 4.01% 0.00%

3.05% 5.07% 0.55%

2.70% 4.79% 0.52%

Upper quartile Lower quartile

3.63%

Capital at Risk Plans 2019-23

Deposit Plans 2019-23

600

6

100

6

500

5

5

80

400

4

4

60

300

3

3

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

40

200

2

2

Positive Return Capital Only Average Term (RHS)

No. of Plans

No. of Plans

20

100

1

1

Average Term (Years)

Average Term (Years)

0

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% -6% 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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