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  • Sheffield Mutual Money Management Performance Report With Profits April 2013

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    sheffieldmutual
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    The recent with-profits survey results published by Money Management magazine have shown that Sheffield Mutual continues to deliver market-leading returns to regular premium policy holders as we retain the top spot for providers still open to new business over 10, 15, 20 and 25 years.

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    The recent with-profits survey results published by Money Management magazine have shown that Sheffield Mutual continues to deliver market-leading returns to regular premium policy holders as we retain the top spot for providers still open to new business over 10, 15, 20 and 25 years.

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    Attribution Non-Commercial (BY-NC)
    Скачайте в формате PDF, TXT или читайте онлайн в Scribd
    Отметить как неприемлемый контент
    31 просмотров2 страницы

    Sheffield Mutual Money Management Performance Report With Profits April 2013

    Загружено:

    sheffieldmutual
    The recent with-profits survey results published by Money Management magazine have shown that Sheffield Mutual continues to deliver market-leading returns to regular premium policy holders as we retain the top spot for providers still open to new business over 10, 15, 20 and 25 years.

    Авторское право:

    Attribution Non-Commercial (BY-NC)
    Скачайте в формате PDF, TXT или читайте онлайн в Scribd
    Отметить как неприемлемый контент
    из 2

    TherecentwithprofitssurveyresultspublishedbyMoneyManagementmagazinehaveshownthat

    SheffieldMutualcontinuestodelivermarketleadingreturnstoregularpremiumpolicyholders
    over10,15,20&25years.

    Thefiguresshownbelowarebasedonsaving50.00permonthinaconventionalwithprofitsendowmentsavingsplan,
    maturingon1February2013.

    Source:MoneyManagementmagazinepublishedApril2013.
    Pastperformanceisnotaguidetofutureperformance.
    ThepaymentofwithprofitsbonusesisnotguaranteedanddependsontheperformanceoftheSocietysinvestmentfund.
    Ifawithprofitsendowmentsavingsplaniscashedinbeforetheendoftheterm,
    thentheinvestormaygetbacklessthanhasbeenpaidin.

    ThesetablesshowthetopofficesstillopenforbusinessthathavesubmittedperformancedatatoMoneyManagement.

    AnnualGrowthrate%after10Years
    SheffieldMutual
    HealthyInvestment
    LV=
    KingstonUnity
    ForestersFriendly
    TeachersAssurance
    ScottishFriendly

    6.0
    5.4
    4.6
    4.4
    3.1
    2.2
    1.7

    ScottishWidows

    0.5

    10,002

    10,646

    11,368

    11,643

    12,784

    12,831

    16,396

    16,511

    25,000
    20,000
    15,000
    10,000
    5,000
    0

    21,949

    MaturityValueafter15Years

    6,143

    6,545

    6,721

    7,020

    7,518

    7,577

    7,921

    9,000
    8,000
    7,000
    6,000
    5,000
    4,000
    3,000
    2,000
    1,000
    0

    8,182

    MaturityValueafter10Years

    AnnualGrowthrate%after15Years
    SheffieldMutual
    KingstonUnity
    HealthyInvestment
    LV=
    ForestersFriendly
    ScottishLife
    TeachersAssurance
    ScottishFriendly
    ScottishWidows

    11.1
    7.7
    7.6
    4.6
    4.5
    3.3
    3.0
    2.2
    1.4

    Howdowedoit?
    TheperformancedatademonstratesthatSheffieldMutualhascementeditspositionoverseveralyearsasatopperforming
    productproviderinthesector.
    Ourabilitytoprovidehigherpotentialreturnstopolicyholdersisduetoacombinationofourmemberownedmutualbusiness
    model,asharpfocusonmanagingcostsandadiversifiedlowtomediumriskwithprofitsinvestmentfund.Thefundisbiased
    towardstenantedcommercialproperty,whichprovidesstableyieldscombinedwiththeprospectoflongtermcapitalgrowth.
    Pleaseseeoverleaffor20&25yearvalues.

    AnnualGrowthrate%after20Years
    SheffieldMutual
    KingstonUnity
    HealthyInvestment
    ForestersFriendly
    LV=
    TeachersAssurance
    ScottishFriendly
    ScottishLife
    ScottishWidows

    27,935

    30,109

    31,763

    32,654

    46,273

    46,521

    52,286

    66,241

    80,000
    70,000
    60,000
    50,000
    40,000
    30,000
    20,000
    10,000
    0

    71,885

    MaturityValueafter25Years

    17,127

    18,853

    19,004

    19,638

    22,430

    25,377

    32,285

    36,758

    45,000
    40,000
    35,000
    30,000
    25,000
    20,000
    15,000
    10,000
    5,000
    0

    42,581

    MaturityValueafter20Years

    AnnualGrowthrate%after25Years
    SheffieldMutual

    11.4
    10.1
    9.0
    7.0
    5.9
    4.7
    4.4
    4.3
    3.4

    KingstonUnity
    HealthyInvestment
    LV=
    ForestersFriendly
    ScottishFriendly
    TeachersAssurance
    ScottishLife
    ScottishWidows

    10.9
    10.4
    8.9
    8.1
    8.1
    5.7
    5.5
    5.2
    4.6

    OurEthicalStance.
    Weonlyinvestincompaniesthatarenotinvolvedinthe
    productionofArmaments,TobaccoorPornography.

    Apercentageofourmonthlypremiumincomeisdonatedtocharity.
    (seeourwebsiteorcontactusforfurtherinformation)

    Tel:01226741000Fax:01226741222Url:www.sheffieldmutual.com
    Email:enquiries@sheffieldmutual.com

    Updated
    April2013

    SheffieldMutualFriendlySociety

    3MaplePark,MapleCourt,WentworthBusinessPark,Tankersley,Barnsley,SouthYorkshire,S753DP

    FollowusonTwitter@SheffieldMutualFacebook.com/SheffieldMutual
    AuthorisedbythePrudentialRegulationAuthorityandregulatedbytheFinancialConductAuthorityandthePrudentialRegulationAuthority

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