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 £11,100
10 £13,300 £12,400
15 £15,400 £13,800
20 £17,900 £15,300
25 £20,700 £17,100

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 £14,400
5 £17,900 £17,300
10 £26,300 £24,800
15 £35,500 £32,600
20 £45,700 £40,800
25 £57,000 £49,600

For all the above illustrations:

Ongoing Charges
Managed Growth Fund:0.75%

Transaction Costs:
Managed Growth Fund: 0.002%

Growth Rates:
Gross Growth Rate: 5.002%

  • 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 £11,200
10 £13,300 £12,600
15 £15,400 £14,200
20 £17,900 £16,000
25 £20,700 £18,100

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 £11,600 £11,500
3 £14,700 £14,400
5 £17,900 £17,300
10 £26,300 £24,800
15 £35,500 £32,700
20 £45,700 £41,100
25 £57,000 £50,200

For all the above illustrations:

Ongoing Charges
Managed Growth Fund: 0.5304%

Transaction Costs:
Managed Growth Fund: 0.002%

Growth Rates:
Gross Growth Rate: 5.002%

  • 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 £11,100
10 £13,300 £12,400
15 £15,400 £13,800
20 £17,900 £15,300
25 £20,700 £17,100

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 £14,400
5 £17,900 £17,300
10 £26,300 £24,800
15 £35,500 £32,600
20 £45,700 £40,800
25 £57,000 £49,600

For all the above illustrations:

Ongoing Charges
Pension Managed (Charge Capped): 0.75%

Transaction Costs:
Pension Managed (Charge Capped): 0.002%

Growth Rates:
Gross Growth Rate: 5.002%

  • 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