Five Year Performance Review 2023
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Analysis and Annualised Performance by Product Shape - Income 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
76 76
12 12
28 28
23 23
43 43
35 35
41 41
10 10
8 8 0 0
12 12
8 8 0 0 6
10 10
Number of products producing positive returns Number of products returning capital only
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Number of products which lost capital Average duration / term (years)
3.64
6.00
4.21
5.9
5.05
3.87
4.31
5.40
6.01
6.00
5.88
Average annualised return All products
5.08% 6.39% 3.97%
3.87% 4.40% 3.51%
5.07% 5.25% 5.56% 5.98% 5.35% 5.93% 5.84% 6.73% 6.96% 6.43% 4.39% 4.79% 4.49% 5.00% 4.40%
3.65% 4.06% 4.51% 4.07% 4.04% 4.38% 4.47% 5.72% 5.13% 4.84% 2.84% 3.56% 3.70% 2.96% 3.34%
Upper quartile Lower quartile
FTSE Only Capital at Risk Income Plans 2018-22
FTSE Only Deposits and Capital Protected Income Plans 2018-22
80 70 60 50 40 30 20 10 0
7 6 5 4 3 2 1 0
14 12 10
6.1 6 5.9 5.8 5.7 5.6 5.5 5.4 5.3
8 6 4 2 0
No. of Positive Returns No. Returning Capital Only No. Realising Loss Average Term
No. of Positive Returns No. Returning Capital Only Average Term
No. of Plans
No. of Plans
Average Term (Years)
Average Term (Years)
2022
2021
2020
2019
2018
Average
2022
2021
2020
2019
2018
Average
10%
6%
8%
4%
6%
2%
Lower Quartile All Products Upper Quartile
Lower Quartile All Products Upper Quartile
4%
2% Average Annualised Returns %
0% Average Annualised Returns %
2022
2021
2020
2019
2018
Average
2022
2021
2020
2019
2018
Average
24
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