PXCL Managed Fund (B598)

Illustration 1

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

Illustration 2

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 £11,500 £11,300
3 £14,500 £14,100
5 £17,700 £17,000
10 £26,000 £24,100
15 £35,200 £31,400
20 £45,200 £39,000
25 £56,400 £47,000

For all the above illustrations:

Ongoing Charges:
PXCL Managed Fund: 0.575%

Transaction Costs:
PXCL Managed Fund: 0.148%

Growth Rates:
Gross Growth Rate: 5%

  • 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% each year
  • Premiums paid remain level - no escalation