Potential returns
The table shows how your Fund could grow and how much you might get back over the 6 year term, depending on the performance of the Global Basket.
The examples assume an initial investment of £10,000, however you can invest from as little as £3,000.
Fund details
| On 9 January 2015, if the Global Basket… | …grew by 60% | …grew by 30% | …grew by 10% | …stayed the same | …fell by 10% |
|---|---|---|---|---|---|
| Your investment could grow by | 60% | 30% | 10% | 0% | 0% |
| Your return on investment | £6,000 | £3,000 | £1,000 | £0 | £0 |
| Total return* | £16,000 | £13,000 | £11,000 | £10,000 | £10,000 |
* Total return excludes any growth during the period the funds are invested in cash deposits. Please note that dividends are not included in the Global Basket growth. Gross interest is the interest rate paid before the deduction of Income Tax. AER is the Annual Equivalent Rate and illustrates what the interest rate would be if paid ad compounded each year.
These figures are not projections, they are for illustration only and assume the original investment remains invested until 9 January 2015.
The exact amount you can expect to get back will depend on:
- How much you invest (the minimum investment is £3,000)
- The performance of the Global Basket over the term of your investment
- Any growth achieved by the Fund during the Cash Investment Period
You may need Adobe Reader to view some of these documents.
Get Adobe Reader. Visit access.adobe.com.
Apply now
Call us on
0800 015 9551
Minicom
0800 169 0088
Lines are open: Mon to Thurs 8am-8pm, Fri 8am-6pm,
Sat 9am-5pm (excl. public holidays).
Calls may be recorded