Mariana 10:10 Plan September 2022
Important Information: The information provided represents the historic performance of the Underlying(s) and therefore should not be relied upon as an indication of future performance.
TheUnderlying: Historical performance
FTSE™Custom100 Synthetic 3.5%Dividend Index (‘FTSE CSDI’) (Bloomberg Ticker: SUKX35FD) The FTSE CSDI is not the same as the FTSE 100. While its performance is expected to be similar, it will not be identical. It is possible that the FTSE 100 could rise while the FTSE CSDI falls. The FTSE CSDI includes dividend income but removes a fixed dividend of 3.5% a year. If actual dividends paid on the shares in the FTSE 100 are less than 3.5% a year for a given period, the performance of the FTSE CSDI will be worse than the FTSE 100 over that period. At the time of writing (25 July 2022), the implied dividend yield of the FTSE 100 for 2022 is 3.25%; slightly below the 3.5% fixed dividend of CSDI. If this remains the case, all else being equal, the CSDI will underperform the FTSE 100 by a similar differential amount over the short term. The FTSE CSDI is linked to the FTSE 100 Synthetic index which is based on FTSE 100 futures, not the FTSE 100 itself. FTSE 100 futures generally perform in a similar way to the FTSE 100, but there is a possibility that they may behave differently. Source: Bloomberg, 25 July 2022.
Historical Performance (20 years)
- FTSE CSDI - rebased to 100 - FTSE 100 Index - rebased to 100
140 100 80 120
Index Level
40 60
(Both Indices rebased to 100
2006
2014
2010
2018 2022
2002
Source: Bloomberg, 25 July 2022. The FTSE CSDI was launched on 01 September 2020 and the above chart therefore shows a simulation of how it would have performed compared to the FTSE 100 Index. Past performance (actual or simulated) is no indication of future performance and should not be relied upon for investment decisions.
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