Five Year Performance Review 2023

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Analysis and Annualised Performance by Product Shape - Growth Products (FTSE Only) By Product Type Capital at Risk Deposits and Capital Protected Structured Product Maturities 2022 2021 2020 2019 2018 Average 2022 2021 2020 2019 2018 Average

FTSE Only Number of product maturities

34 34

37 33

18 17

23 14

20 20

29 29

25 23

41 21 20

23

33 33

52 52

37 29

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

8

0 0

4 0

1

9 0

0 0

0 0

2 0

15

0 0

0 0

8 0

Number of products which lost capital Average duration / term (years)

0

0

0

5.92

4.54

6.01

5.9

5.55

5.7

5.82

4.40

5.22

5.31

5.91

5.11

Average annualised return All products

6.54% 8.63% 4.40%

3.55% 4.86% 1.77%

7.23% 3.27% 6.59% 8.05% 6.39% 9.38% 7.39% 8.67% 11.19% 9.11% 3.70% 0.00% 4.68% 5.33% 3.74%

2.08% 0.99% 3.59% 4.71% 3.24% 5.07% 3.53% 5.33% 5.93% 5.12% 0.00% 0.00% 1.83% 3.49% 1.65%

Upper quartile Lower quartile

FTSE Only Capital at Risk Growth Products 2018-22

FTSE Only Deposits and Capital Protected Growth Products 2018-22

40 35 30 25 20 15 10

6.1 6 5.9 5.8 5.7 5.6 5.5

60 50 40 30 20 10 0

7 6 5 4 3 2 1 0

No. of Positive Returns No. Returning Capital Only Average Term

No. of Positive Returns No. Returning Capital Only Average Term

No. of Plans

No. of Plans

5 0

Average Term (Years)

Average Term (Years)

2022

2021

2020

2019

2018

Average

2022

2021

2020

2019

2018

Average

12% 10%

6%

8% 6% 4% 2% 0% Average Annualised Returns %

4%

2%

Lower Quartile All Products Upper Quartile

Lower Quartile All Products Upper Quartile

0% Average Annualised Returns %

2022

2021

2020

2019

2018

Average

2022

2021

2020

2019

2018

Average

20

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