Annual Performance Review 2023

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Analysis and Annualised Performance 2022

By Product Type

Capital at Risk

Structured Deposits

Structured Product Maturities

All products Lowes ‘Preferred’ products

All products Lowes ‘Preferred’ products

Number of Maturities

554 554

85 85

80 70

12 12

Number Generated Positive Returns Number Returned Capital Only

0 0

0 0

10

0 0

Number Lost Capital

0

Average Duration / Term (Years)

3.04

3.66

4.63

3.92

Average Annualised Returns

All Products

6.89% 9.15% 4.98%

8.35% 10.87% 6.52%

3.41% 4.99% 1.20%

4.80% 5.62% 4.22%

Upper Quartile Lower Quartile

FTSE 100 and FTSE CSDI Indicies Only*

Capital at Risk

Structured Deposits

Structured Product Maturities

All products Lowes ‘Preferred’ products

All products Lowes ‘Preferred’ products

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Number of Maturities

417 417

84 84

69 65

12 12

Number Generated Positive Returns Number Returned Capital Only

0 0

0 0

4 0

0 0

Number Lost Capital

Average Duration / Term (Years)

3.01

3.65

4.61

3.92

Average Annualised Returns

All Products

6.66% 8.96% 4.78%

8.25% 10.52% 6.52%

3.75% 4.92% 2.39%

4.80% 5.62% 4.22%

Upper Quartile Lower Quartile

Non-FTSE 100 / CSDI Indices Only

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Capital at Risk

Structured Deposits

Structured Product Maturities

All products Lowes ‘Preferred’ products

All products Lowes ‘Preferred’ products

StructuredProductReview. com

Number of Maturities

137 137

0

11 5 6 0

0

Number Generated Positive Returns Number Returned Capital Only

- - - - - - -

- - - - - - -

0 0

Number Lost Capital

Average Duration / Term (Years)

3.14

4.73

Average Annualised Returns

All Products

7.60% 9.35% 6.17%

1.30% 4.25% 0.00%

Upper Quartile Lower Quartile

CAPITAL AT RISK.

* The FTSE CSDI measures the performance of the same 100 shares in the same weightings as the FTSE 100 and the two are over 99% correlated – we have therefore grouped the two underlings together for the purpose of the review.

Mariana UFP LLP is registered in the UK (No: OC363748). Mariana UFP LLP is authorised and regulated by the FCA (No: 551170). Lowes Structured Investment Centre is a trading style of Lowes Financial Management Limited. Authorised and Regulated by the Financial Conduct Authority (No: 114650)

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