Structured Products Annual Performance Review 2019

Headline Data

Structured Product Maturities 2018 Number of Product Maturities

All Products

Lowes 'Preferred' Plans

381 358

107 107

Number that Generated Positive Returns Number that Returned Capital Only

23

0 0

0

Number that Lost Capital

3.78

Average Duration / Term (Years) Average Annualised Returns

3.4

6.33% 9.25% 2.89%

All Products

7.88% 10.10% 5.43%

Upper Quartile Lower Quartile

Key Takeaways • No product that matured in 2018 returned a loss.

• 93.96% of all products maturing in 2018 generated positive returns for investors, with 6.04% returning capital only.

• In 2018, all Lowes ‘Preferred’ plans that matured resulted in gains. On average the annualised returns of these maturities were 1.55% greater than the sector as a whole.

• The FTSE 100 Index in isolation is the most prevalent underlying measurement utilised, accounting for 67.98% of the maturities.

• The average annualised return of all products was 6.33%, over an average term of 3.78 years.

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