SP Annual Performance Review 2021 - C
A nalysis and Annualised Performance by Product Shape - Growth Products
Lowes ‘Preferred’ Plans are illustrated in brackets
By Product Type
Structured Product Maturities
Capital at Risk
Capital Protected Structured Deposits
Number of Maturities
40 [26] 28 [18]
4 [0]
40 [8] 19 [1] 21 [7]
Number Generated Positive Returns Number Returned Capital Only
2 2 0
11 [8]
Number Lost Capital
1 [0]
0 [0]
Average Duration / Term (Years)
5.92 [6.01]
6.00
5.28 [6.01]
Average Annualised Returns
All Products
3.98% [4.34%] 9.82% [9.55%] -2.41% [0.00%]
1.81% 4.51% 0.00%
1.34% [0.08%] 3.79% [0.31%] 0.00% [0.00%]
Upper Quartile Lower Quartile
FTSE 100 Index only
Structured Product Maturities
Capital at Risk
Capital Protected Structured Deposits
Number of Maturities
23 [16]
1 [0]
22 [7]
Number Generated Positive Returns Number Returned Capital Only
14 [9]
0 1 0
8 [0]
9 [7] 0 [0]
14 [7]
Number Lost Capital
0 [0]
Average Duration / Term (Years)
5.90 [6.01]
6.01
5.19 [6.01]
Average Annualised Returns
All Products
3.27% [2.92%] 7.39% [7.90%] 0.00% [0.00%]
0.00%
1.04% [0.00%] 3.53% [0.00%] 0.00% [0.00%]
Upper Quartile Lower Quartile
- -
Non- FTSE 100 Index only
Structured Product Maturities
Capital at Risk
Capital Protected Structured Deposits
Number of Maturities
17 [10]
3 [0]
18 [1] 11 [1]
Number Generated Positive Returns Number Returned Capital Only
14 [9]
2 1 0
2 [1] 1 [0]
7 [0] 0 [0]
Number Lost Capital
Average Duration / Term (Years)
5.95 [6.01]
6.00
5.40 [6.01]
Average Annualised Returns
All Products
4.94% [6.61%] 11.1% [10.73%] -5.17% [2.41%]
2.41%
1.71% [0.62%]
Upper Quartile Lower Quartile
- -
3.77% 0.00%
8
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