The graph below shows how the returns from our with-profit bond compare to the FTSE® 100. The values are after tax and include all product charges.
Please note: these figures only show what’s happened in the past and don’t indicate how the Fund will perform in the future.
Aviva with-profit bond - With smoothing we keep back some of the returns the With-Profit Fund earns in good investment years and use them to help pay bonuses in poor investment years. (Losses made in poor investment years may also reduce returns in the good years).
The graph shows that the value of a with-profits investment is not guaranteed and may go up or down depending on investment conditions. You may not get back the amount you invested.
We've based the graph on an investment of £50,000 in our Portfolio Bond on 1 October 1993. It includes any early exit charges or market value reductions. The graph shows the returns through to 1 October 2014.
This graph is simply to show you how an investment in our With-Profit Fund fared over the years. We've used the Portfolio Bond because it's our bond with the longest performance history. With-profits is intended to be a long-term investment. The Portfolio Bond is no longer open to new investments. If you would like to invest in the With-Profit Fund through a bond, you can do so through our current investment bond, Select Investment which launched on 17 September 2012.
The performance for Select Investment will be different to that shown in this graph. Select Investment invests in the same With-Profit Fund, but has lower charges than the Portfolio Bond, which affects the returns you'll get.
FTSE® 100* - volatile returns from investments made purely in shares.
(Source: Lipper IM, £50,000 investment from 1 October 1993 to 1 October 2014).
* FTSE International Limited (“FTSE”) © FTSE . FTSE® is a trade mark of the London Stock Exchange Group companies and is used by FTSE under licence. All rights in the FTSE indices and / or FTSE ratings vest in FTSE and/or its licensors. Neither FTSE nor its licensors accept any liability for any errors or omissions in the FTSE indices and / or FTSE ratings or underlying data. No further distribution of FTSE Data is permitted without FTSE’s express written consent.
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