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