Lowes SPR 5 Year Review | ARCUS
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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
60
6.1
7 6 5 4 3 2 1 0
50
6
40
5.9
30
5.8
20
5.7
No. of Plans
No. of Plans
No. of Positive Returns No. Returning Capital Only Average Term
No. of Positive Returns No. Returning Capital Only Average Term
Average Term (Years)
Average Term (Years)
10
5.6
5 0
0
5.5
2022
2021
2020
2019
2018
Average
2022
2021
2020
2019
2018
Average
12%
6%
10%
8%
4%
6%
4%
2%
All Products Upper Quartile
All Products Upper Quartile
2%
0% Average Annualised Returns %
0% Average Annualised Returns %
Lower Quartile
Lower Quartile
2022
2021
2020
2019
2018
Average
2022
2021
2020
2019
2018
Average
18
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