With-profits Investment information

With-profits fund performance

Report overview

Before we get started...

  • This information does not constitute investment advice and we recommend that you speak to a suitably qualified financial adviser before making any investment decision based upon this, or any other information.
  • Different investment information pages are available for the Flexible Guarantee Bond, Flexible Guarantee Bond (Series 2), Flexible Guarantee Bond (Series 3), Flexible Guarantee Funds, Flexible Guarantee Funds (Series 2), All-in-1 Investment Bond, Guaranteed Capital Bond and the Flexi Guarantee Plan.

Standardised Performance for the With-Profits Fund

These figures show the investment return (before tax and charges) on the with-profits fund each calendar year for the last five years

Year Investment return 
Year to 31 December 2015  3.9%
Year to 31 December 2016 14.6% 
Year to 31 December 2017 7.9% 
Year to 31 December 2018 -4.2% 
Year to 31 December 2019 14.3%
Year to 31 December 2020 8.2% 

Year Investment return 
Year to 31 December 2015  3.9%
Year to 31 December 2016 14.6% 
Year to 31 December 2017 7.9% 
Year to 31 December 2018 -4.2% 
Year to 31 December 2019 14.3%
Year to 31 December 2020 8.2%