Lowes Autocall Guide - 2024 Update

Performance comparison

Following the recent 20th anniversary of the maturity of the first FTSE linked autocall used in client portfolios, we analysed the returns achieved by the 500+ maturities our clients have enjoyed over the period. We compared

these returns to the performance of the main Investment Association mixed asset sector averages over the same durations. The results, shown in the chart, speak volumes.

Lowes FTSE linked autocall structured investment maturity performance 03/07/2003 to 08/07/2024 average annualised return compared to IA sector average performance over the same durations

7.96%

8.00%

6.87%

7.00%

6.00%

4.84%

5.00%

4.00%

IA Mixed Investment 20 60% shares sector average (Previously the IMA Cautious Managed Sector)

IA Mixed Investment 40 85% shares sector average (Previously the IMA Balanced Managed Sector)

Lowes selected FTSE* linked autocall maturity average performance.

3.07%

3.00%

2.00%

IA Mixed Investment 0-35% shares sector average

1.00%

0.00%

* FTSE incorporates plans linked solely to the FTSE 100 or its very close, 99%+ correlated ‘cousin’ the FTSE CSDI, which tracks the same 100 stocks with the same weighting but accounts for dividends differently. Returns gross of advice, intermediation and platform fees Sources: StructuredProductReview.com & FE Analytics

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