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 £10,300 £10,200
3 £10,900 £10,600
5 £11,500 £11,000
10 £13,400 £12,100
15 £15,400 £13,300
20 £17,900 £14,600
25 £20,700 £16,000

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 £11,600 £11,500
3 £14,700 £14,300
5 £17,900 £17,100
10 £26,300 £24,300
15 £35,500 £31,700
20 £45,700 £39,400
25 £57,000 £47,400

For all the above illustrations:

Ongoing Charges
Managed Growth Fund:1%

Transaction Costs:
Managed Growth Fund: 0.007%

Growth Rates:
Gross Growth Rate: 5.007%

  • 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 £10,300 £10,200
3 £10,900 £10,700
5 £11,500 £11,300
10 £13,400 £12,700
15 £15,400 £14,300
20 £17,900 £16,200
25 £20,700 £18,200

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 £11,600 £11,500
3 £14,700 £14,300
5 £17,900 £17,200
10 £26,300 £24,700
15 £35,500 £32,600
20 £45,700 £41,100
25 £57,000 £50,300

For all the above illustrations:

Ongoing Charges
Managed Growth Fund: 0.5177%

Transaction Costs:
Managed Growth Fund: 0.007%

Growth Rates:
Gross Growth Rate: 5.007%

  • 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 £10,300 £10,200
3 £10,900 £10,600
5 £11,500 £11,000
10 £13,400 £12,100
15 £15,400 £13,400
20 £17,900 £14,800
25 £20,700 £16,300

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 £11,600 £11,500
3 £14,700 £14,300
5 £17,900 £17,200
10 £26,300 £24,400
15 £35,500 £31,900
20 £45,700 £39,700
25 £57,000 £47,800

For all the above illustrations:

Ongoing Charges
Pension Managed (Charge Capped): 0.9877%

Transaction Costs:
Pension Managed (Charge Capped): 0.007%

Growth Rates:
Gross Growth Rate: 5.007%

  • 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