Managed Growth Fund (ex-RSALI)

Illustration 1

Managed Growth Fund

The typical scheme member for this illustration is based on

  • Current age 40
  • Starting pension pot of £10,000
  • Retirement age 65
  • No ongoing payments
Year Before Charges After Charges
1 £10,200 £10,100
3 £10,700 £10,400
5 £11,300 £10,700
10 £12,800 £11,500
15 £14,500 £12,300
20 £16,400 £13,200
25 £18,600 £14,200

Illustration 2

Managed Growth Fund

The typical scheme member for this illustration is based on

  • Current age 40
  • Starting pension pot of £10,000
  • Retirement age 65
  • Ongoing total contributions of £100 per month
Year Before Charges After Charges
1 £11,300 £11,200
3 £14,300 £13,900
5 £17,300 £16,600
10 £25,200 £23,200
15 £33,600 £29,800
20 £42,700 £36,500
25 £52,500 £43,200

For all the above illustrations:

Ongoing Charges
Managed Growth Fund:1%

Transaction Costs:
Managed Growth Fund: 0.081%

Growth Rates:
Gross Growth Rate: 4.581%

  • Values are not guaranteed
  • Projected values are shown in today's terms and do not need to be reduced further for the effect of inflation
  • Inflation is assumed to be 2.00% each year
  • Premiums paid remain level - no escalation

 

Managed Growth Fund

Illustration 3

Managed Growth Fund

The typical scheme member for this illustration is based on

  • Current age 40
  • Starting pension pot of £10,000
  • Retirement age 65
  • No ongoing payments
Year Before Charges After Charges
1 £10,200 £10,100
3 £10,700 £10,500
5 £11,300 £11,000
10 £12,800 £12,100
15 £14,500 £13,300
20 £16,400 £14,700
25 £18,600 £16,100

Illustration 4

Managed Growth Fund

The typical scheme member for this illustration is based on

  • Current age 40
  • Starting pension pot of £10,000
  • Retirement age 65
  • Ongoing total contributions of £100 per month
Year Before Charges After Charges
1 £11,300 £11,200
3 £14,300 £13,900
5 £17,300 £16,600
10 £25,200 £23,500
15 £33,600 £30,600
20 £42,700 £38,000
25 £52,000 £45,800

For all the above illustrations:

Ongoing Charges
Managed Growth Fund: 0.5144%

Transaction Costs:
Managed Growth Fund: 0.081%

Growth Rates:
Gross Growth Rate: 4.581%

  • Values are not guaranteed
  • Projected values are shown in today's terms and do not need to be reduced further for the effect of inflation
  • Inflation is assumed to be 2.00% each year
  • Premiums paid remain level - no escalation

 

Pension Managed (Charge Capped)

Illustration 5

Pension Managed (Charge Capped)

The typical scheme member for this illustration is based on

  • Current age 40
  • Starting pension pot of £10,000
  • Retirement age 65
  • No ongoing payments
Year Before Charges After Charges
1 £10,200 £10,100
3 £10,700 £10,400
5 £11,300 £10,700
10 £12,800 £11,500
15 £14,500 £12,400
20 £16,400 £13,400
25 £18,600 £14,400

Illustration 6

Pension Managed (Charge Capped)

The typical scheme member for this illustration is based on

  • Current age 40
  • Starting pension pot of £10,000
  • Retirement age 65
  • Ongoing total contributions of £100 per month
Year Before Charges After Charges
1 £11,300 £11,200
3 £14,300 £13,900
5 £17,300 £16,600
10 £25,200 £23,300
15 £33,600 £30,000
20 £42,700 £36,800
25 £52,500 £43,600

For all the above illustrations:

Ongoing Charges
Pension Managed (Charge Capped): 0.9844%

Transaction Costs:
Pension Managed (Charge Capped): 0.081%

Growth Rates:
Gross Growth Rate: 4.581%

  • Values are not guaranteed
  • Projected values are shown in today's terms and do not need to be reduced further for the effect of inflation
  • Inflation is assumed to be 2.00% each year
  • Premiums paid remain level - no escalation