The tables below detail the aggregated returns of structured products that matured in 2013.
Overall Returns: 2013 Maturities of IFA-Distributed UK Retail Structured products
|
All Products |
FTSE 100 only Linked |
Non-FTSE 100 only Linked |
Number of Products |
455 |
299 |
159 |
Average Total Return |
19.99% |
21.85% |
16.41% |
Average Term (Years) |
3.46 |
3.36 |
3.63 |
Average
Annualised
Returns
|
All Products |
6.72% |
6.96% |
6.29% |
Top 25% |
12.34% |
11.78% |
13.28% |
Bottom 25% |
0.52% |
2.09% |
-1.47% |
Please note that the ‘All Products’ figure excludes three products for which we have been forced to assume the maturity result as 0% gain –
this represents the minimum possible gain that could have been achieved under the terms of these plans given the continued solvency of the
counterparty / deposit taker.
Returns by Product Type: 2013 Maturities of IFA-Distributed UK Retail Structured products
|
All Products |
FTSE 100 only Linked |
Non-FTSE 100 only Linked |
|
Capital at Risk |
Capital 'Protected' |
Deposit Based |
Capital at Risk |
Capital 'Protected' |
Deposit Based |
Capital at Risk |
Capital 'Protected' |
Deposit Based |
No. of Products |
293 |
94 |
68 |
170 |
69 |
60 |
124 |
25 |
10 |
Av. Total Rtn. |
21.25% |
18.10% |
17.16% |
23.42% |
20.66% |
19.02% |
18.30% |
11.01% |
6.39% |
Av. Term (Years) |
2.82 |
5.11 |
3.92 |
2.53 |
5.15 |
3.76 |
3.22 |
4.98 |
5.26 |
Average Annualised Returns |
All Products |
8.28% |
2.37% |
4.55% |
8.99% |
3.84% |
4.74% |
7.35% |
2.32% |
2.78% |
Top 25% |
13.47% |
7.77% |
7.45% |
12.98% |
7.60% |
7.27% |
14.17% |
7.61% |
6.39% |
Bottom 25% |
2.51% |
0% |
1.50% |
5.05% |
0% |
2.35% |
-1.03% |
0.00% |
0.89% |
Please note that the ‘All Products’ figure excludes three products for which we have been forced to assume the maturity result as 0% gain –
this represents the minimum possible gain that could have been achieved under the terms of these plans given the continued solvency of the
counterparty / deposit taker.
Highest Return (by Annualised Return)
|
Index Link |
Barrier |
Gain/Loss (%) |
Term (years) |
Annualised Return (%) |
FTSE 100 linked only |
FTSE 100 |
50% Full Term Daily Close |
+57 |
3.0 |
+16.21 |
Non-FTSE 100 only linked |
Five shares (BHP Billiton, GlaxoSmithKline, HSBC, Royal Dutch Shell - Class A, Tesco) |
50% End of Term |
+24 |
1.0 |
+23.85 |
Highest Return (by Total Return)
|
Index Link |
Barrier |
Gain/Loss (%) |
Term (years) |
Annualised Return (%) |
FTSE 100 linked only |
FTSE 100 |
No barrier protection |
+108.86 |
5.0 |
+15.81 |
Non-FTSE 100 only linked |
FTSE 100 Index, Nikkei 225 Index |
50% Full Term Intra-Day |
+100 |
5.0 |
+14.86 |
Lowest Return (by Annualised Return)
|
Index Link |
Barrier |
Gain/Loss (%) |
Term (years) |
Annualised Return (%) |
FTSE 100 linked only |
FTSE 100 |
N/A (Structured Deposit) |
0 |
6.0 |
0 |
Non-FTSE 100 only linked |
EURO STOXX 50 Index |
50% Full Term Daily Close |
-41.39 |
6.0 |
-8.52 |
Lowest Return (by Total Return)
|
Index Link |
Barrier |
Gain/Loss (%) |
Term (years) |
Annualised Return (%) |
FTSE 100 linked only |
FTSE 100 |
N/A (Structured Deposit) |
0 |
6.0 |
0 |
Non-FTSE 100 only linked |
EURO STOXX 50 Index |
50% Full Term Daily Close |
-41.39 |
6.0 |
-8.52 |
The tables below detail the aggregated returns of structured products that matured in 2014.
Overall Returns: 2014 Maturities of IFA-Distributed UK Retail Structured products
|
All Products |
FTSE 100 only Linked |
Non-FTSE 100 only Linked |
Number of Products |
470 |
352 |
118 |
Average Total Return |
32.16% |
34.95% |
23.54% |
Average Term (Years) |
3.98 |
3.38 |
3.68 |
Average
Annualised
Returns
|
All Products |
7.35% |
6.95% |
6.27% |
Top 25% |
12.36% |
11.82% |
13.12% |
Bottom 25% |
2.94% |
2.08% |
-1.47% |
Please note that the ‘All Products’ figure excludes three products for which we have been forced to assume the maturity result as 0% gain –
this represents the minimum possible gain that could have been achieved under the terms of these plans given the continued solvency of the
counterparty / deposit taker.
Returns by Product Type: 2014 Maturities of IFA-Distributed UK Retail Structured products
|
All Products |
FTSE 100 only Linked |
Non-FTSE 100 only Linked |
|
Capital at Risk |
Capital 'Protected' |
Deposit Based |
Capital at Risk |
Capital 'Protected' |
Deposit Based |
Capital at Risk |
Capital 'Protected' |
Deposit Based |
No. of Products |
288 |
106 |
76 |
203 |
78 |
71 |
85 |
28 |
5 |
Av. Total Rtn. |
35.37% |
29.13% |
24.54% |
39.00% |
32.56% |
26.00% |
26.15% |
19.57% |
7.25% |
Av. Term (Years) |
3.47 |
5.25 |
4.14 |
3.61 |
5.13 |
3.99 |
3.10 |
5.59 |
5.59 |
Average Annualised Returns |
All Products |
8.99% |
4.92% |
5.36% |
8.99% |
5.58% |
5.68% |
8.97% |
3.08% |
2.01% |
Top 25% |
13.59% |
8.64% |
7.91% |
13.29% |
8.74% |
7.79% |
14.08% |
8.23% |
6.02% |
Bottom 25% |
5.13% |
1.22% |
2.84% |
6.21% |
2.72% |
3.82% |
2.763% |
0.00% |
0.00% |
Please note that the ‘All Products’ figure excludes three products for which we have been forced to assume the maturity result as 0% gain –
this represents the minimum possible gain that could have been achieved under the terms of these plans given the continued solvency of the
counterparty / deposit taker.
Highest Return (by Annualised Return)
|
Index Link |
Barrier |
Gain/Loss (%) |
Term (years) |
Annualised Return (%) |
FTSE 100 linked only |
FTSE 100 |
50% |
+65 |
3.0 |
+18.13 |
Non-FTSE 100 only linked |
Five shares (BHP Billiton, GlaxoSmithKline, HSBC, Royal Dutch Shell - Class A, Tesco) |
50% |
+19.4 |
1.0 |
+19 |
Highest Return (by Total Return)
|
Index Link |
Barrier |
Gain/Loss (%) |
Term (years) |
Annualised Return (%) |
FTSE 100 linked only |
FTSE 100 |
No barrier protection |
+122.57 |
5.0 |
+17.35 |
Non-FTSE 100 only linked |
FTSE 100 Index, Nikkei 225 Index |
50% |
+114 |
6.0 |
+13.51 |
Lowest Return (by Annualised Return)
|
Index Link |
Barrier |
Gain/Loss (%) |
Term (years) |
Annualised Return (%) |
FTSE 100 linked only |
FTSE 100 |
50% |
0 |
5.0 |
0 |
Non-FTSE 100 only linked |
Five Shares: HSBC Holdings, Royal Bank of Scotland Group, Barclays Group, HBOS and Lloyds TSB |
65% |
-89.39 |
6.0 |
-5.63 |
Lowest Return (by Total Return)
|
Index Link |
Barrier |
Gain/Loss (%) |
Term (years) |
Annualised Return (%) |
FTSE 100 linked only |
FTSE 100 |
50% |
0 |
5.0 |
0 |
Non-FTSE 100 only linked |
Five Shares: HSBC Holdings, Royal Bank of Scotland Group, Barclays Group, HBOS and Lloyds TSB |
65% |
-89.39 |
6.0 |
-5.63 |
The tables below detail the aggregated returns of structured products that matured in 2015.
Overall Returns: 2015 Maturities of IFA-Distributed UK Retail Structured products
|
All Products |
FTSE 100 only Linked |
Non-FTSE 100 only Linked |
Number of Products |
424 |
347 |
77 |
Average Total Gain (%) |
27.39 |
29.88 |
16.17 |
Average Term (Years) |
3.83 |
4.07 |
2.70 |
Average
Annualised
Returns
|
All (%) |
6.80 |
6.59 |
7.73 |
Top 25% Average |
10.34 |
9.49 |
12.00 |
Bottom 25% Average |
3.75 |
4.28 |
1.45 |
Returns by Product Type: 2015 Maturities of IFA-Distributed UK Retail Structured products
|
All Products |
FTSE 100 only Linked |
Non-FTSE 100 only Linked |
|
Capital at Risk |
Capital 'Protected' |
Deposit Based |
Capital at Risk |
Capital 'Protected' |
Deposit Based |
Capital at Risk |
Capital 'Protected' |
Deposit Based |
No. of Products |
250 |
56 |
118 |
191 |
48 |
108 |
59 |
8 |
10 |
Avg. Total Rtn. (%) |
27.42 |
32.43 |
24.93 |
30.73 |
34.22 |
26.44 |
16.70 |
21.69 |
8.69 |
Av. Term (Years) |
3.10 |
5.32 |
4.66 |
3.49 |
5.18 |
4.62 |
1.83 |
6.13 |
5.10 |
Average Annualised Returns |
All (%) |
8.04 |
5.49 |
4.79 |
7.60 |
5.92 |
5.10 |
9.45 |
2.93 |
1.41 |
Top 25% Average |
11.12 |
8.88 |
6.44 |
10.31 |
9.23 |
6.48 |
12.26 |
6.77 |
3.87 |
Bottom 25% Average |
5.54 |
2.37 |
2.83 |
5.60 |
3.50 |
3.96 |
5.87 |
0.00 |
0.00 |
Highest Return (by Annualised Return)
|
Index Link |
Gain/Loss (%) |
Term (years) |
Annualised Return (%) |
FTSE 100 linked only |
FTSE Only |
+60 |
3.008219 |
+16.91065 |
Non-FTSE 100 only linked |
FTSE 100, EURO STOXX 50, S&P 500 |
+14.25 |
1.005479 |
+14.16709 |
Highest Return (by Total Return)
|
Index Link |
Gain/Loss (%) |
Term (years) |
Annualised Return (%) |
FTSE 100 linked only |
FTSE Only |
+106.35 |
6.00274 |
+12.82625 |
Non-FTSE 100 only linked |
Hang Seng China Enterprises Index, MSCI Taiwan Index |
+52 |
4.00274 |
+11.0273 |
Lowest Return (by Annualised Return)
|
Index Link |
Gain/Loss (%) |
Term (years) |
Annualised Return (%) |
FTSE 100 linked only |
FTSE Only |
+8.47 |
5.038356 |
+1.62678 |
Non-FTSE 100 only linked |
iShares MSCI Emerging Markets Index Fund |
-22.92 |
2.005479 |
-2.11679 |
Lowest Return (by Total Return)
|
Index Link |
Gain/Loss (%) |
Term (years) |
Annualised Return (%) |
FTSE 100 linked only |
FTSE Only |
+7 |
1.0 |
+7.05 |
Non-FTSE 100 only linked |
iShares MSCI Emerging Markets Index Fund |
-22.92 |
2.005479 |
-2.11679 |
The tables below detail the aggregated returns of structured products that matured in 2016.
To download Lowes Structured Product Annual Performance Review covering 2016 maturities click here
Overall Returns: 2016 Maturities of IFA-Distributed UK Retail Structured products
|
All Products |
FTSE 100 only Linked |
Non-FTSE 100 only Linked |
Number of Products |
427 |
305 |
122 |
Average Total Gain (%) |
24.24 |
28.37 |
13.91 |
Average Term (Years) |
4.31 |
4.44 |
4 |
Average
Annualised
Returns
|
All (%) |
5.48 |
5.87 |
4.52 |
Top 25% Average |
9.58 |
8.91 |
10.96 |
Bottom 25% Average |
0.41 |
2.66 |
-2.88 |
Returns by Product Type: 2016 Maturities of IFA-Distributed UK Retail Structured products
|
All Products |
FTSE 100 only Linked |
Non-FTSE 100 only Linked |
|
Capital at Risk |
Capital 'Protected' |
Deposit Based |
Capital at Risk |
Capital 'Protected' |
Deposit Based |
Capital at Risk |
Capital 'Protected' |
Deposit Based |
No. of Products |
280 |
46 |
101 |
205 |
29 |
71 |
75 |
17 |
30 |
Avg. Total Rtn. (%) |
26.61 |
22.99 |
18.25 |
30.75 |
30.3 |
20.72 |
15.29 |
10.52 |
12.4 |
Av. Term (Years) |
3.82 |
5.76 |
5.01 |
4.06 |
5.92 |
4.93 |
3.18 |
5.51 |
5.19 |
Average Annualised Returns |
All (%) |
6.62 |
3.44 |
3.25 |
6.81 |
4.48 |
3.72 |
6.13 |
1.66 |
2.14 |
Top 25% Average |
10.4 |
6.32 |
6.06 |
9.54 |
6.27 |
5.59 |
12.04 |
5.83 |
6.81 |
Bottom 25% Average |
2.01 |
0.17 |
0.03 |
4.18 |
2.3 |
1.28 |
-3.82 |
0.00 |
0.00 |
Highest Return (by Annualised Return)
|
Index Link |
Gain/Loss (%) |
Term (years) |
Annualised Return (%) |
FTSE 100 linked only |
FTSE Only |
+100 |
6.010958904 |
+12.2225661 |
Non-FTSE 100 only linked |
Three FTSE 100 Companies |
+35 |
1.756164384 |
+18.635596 |
Highest Return (by Total Return)
|
Index Link |
Gain/Loss (%) |
Term (years) |
Annualised Return (%) |
FTSE 100 linked only |
FTSE Only |
+100 |
6.010958904 |
+12.2225661 |
Non-FTSE 100 only linked |
FTSE EPRA/NAREIT Developed Europe Index and iShares Dow Jones US Real Estate Index Fund |
+60 |
6.002739726 |
+8.1445082 |
Lowest Return (by Annualised Return)
|
Index Link |
Gain/Loss (%) |
Term (years) |
Annualised Return (%) |
FTSE 100 linked only |
FTSE Only |
0 |
3.005479452 |
0 |
Non-FTSE 100 only linked |
FTSE 100 Index and S&P GSCI Crude Oil Excess Return Index |
-76.21 |
5.016438356 |
-24.8917598 |
Lowest Return (by Total Return)
|
Index Link |
Gain/Loss (%) |
Term (years) |
Annualised Return (%) |
FTSE 100 linked only |
FTSE Only |
0 |
3.005479452 |
0 |
Non-FTSE 100 only linked |
FTSE 100 Index and S&P GSCI Crude Oil Excess Return Index |
-76.21 |
5.016438356 |
-24.8917598 |
The tables below detail the aggregated returns of structured products that matured in 2017.
To download Lowes Structured Product Annual Performance Review covering 2017 maturities click here
Overall Returns: 2017 Maturities of IFA-Distributed UK Retail Structured products
|
All Products |
FTSE 100 only Linked |
Non-FTSE 100 only Linked |
Number of Products |
657 |
385 |
272 |
Average Total Gain (%) |
25.58 |
28.96 |
20.80 |
Average Term (Years) |
3.65 |
3.77 |
3.48 |
Average
Annualised
Returns
|
All (%) |
7.06 |
7.07 |
7.05 |
Top 25% Average |
10.88 |
9.75 |
12.04 |
Bottom 25% Average |
2.74 |
4.62 |
0.23 |
Returns by Product Type: 2017 Maturities of IFA-Distributed UK Retail Structured products
|
All Products |
FTSE 100 only Linked |
Non-FTSE 100 only Linked |
|
Capital at Risk |
Capital 'Protected' |
Deposit Based |
Capital at Risk |
Capital 'Protected' |
Deposit Based |
Capital at Risk |
Capital 'Protected' |
Deposit Based |
No. of Products |
517 |
37 |
103 |
315 |
9 |
61 |
202 |
28 |
42 |
Avg. Total Rtn. (%) |
27.03 |
13.66 |
22.58 |
29.38 |
25.55 |
27.28 |
23.36 |
9.84 |
15.77 |
Av. Term (Years) |
3.17 |
5.61 |
5.32 |
3.42 |
5.84 |
5.25 |
2.78 |
5.54 |
5.43 |
Average Annualised Returns |
All (%) |
8.05 |
2.16 |
3.85 |
7.63 |
3.97 |
4.62 |
8.71 |
1.58 |
2.73 |
Top 25% Average |
11.32 |
5.30 |
6.48 |
10.07 |
5.51 |
6.04 |
12.73 |
4.82 |
7.00 |
Bottom 25% Average |
4.99 |
0.00 |
0.70 |
5.73 |
1.88 |
2.82 |
4.27 |
0.00 |
0.00 |
Highest Return (by Annualised Return)
|
Index Link |
Gain/Loss (%) |
Term (years) |
Annualised Return (%) |
FTSE 100 linked only |
FTSE Only |
+86.14 |
5.01643836 |
+13.18557839 |
Non-FTSE 100 only linked |
Three FTSE 100 Companies |
+75 |
2.50136986 |
+25.07254298 |
Highest Return (by Total Return)
|
Index Link |
Gain/Loss (%) |
Term (years) |
Annualised Return (%) |
FTSE 100 linked only |
FTSE Only |
+90.1 |
6.0109589 |
+11.27875248 |
Non-FTSE 100 only linked |
Two products achieved the same return, one using three FTSE 100 companies and the other using 5 FTSE 100 companies |
+90 |
5.00273973 |
+13.68945605 |
Lowest Return (by Annualised Return)
|
Index Link |
Gain/Loss (%) |
Term (years) |
Annualised Return (%) |
FTSE 100 linked only |
FTSE Only |
+8.51 |
6.0109589 |
+1.367993355 |
Non-FTSE 100 only linked |
Hang Seng China Enterprises Index [HSCEI] and iShares MSCI Brazil Index Fund [iShares Brazil Index] |
-52.75 |
6.0109589 |
-11.72604777 |
Lowest Return (by Total Return)
|
Index Link |
Gain/Loss (%) |
Term (years) |
Annualised Return (%) |
FTSE 100 linked only |
FTSE Only |
6.56 |
1.00547945 |
6.523109322 |
Non-FTSE 100 only linked |
Hang Seng China Enterprises Index [HSCEI] and iShares MSCI Brazil Index Fund [iShares Brazil Index] |
-52.75 |
6.0109589 |
-11.72604777 |
The tables below detail the aggregated returns of structured products that matured in 2018.
To download Lowes Structured Product Annual Performance Review covering 2018 maturities click here
Overall Returns: 2018 Maturities of IFA-Distributed UK Retail Structured products
|
All Products |
FTSE 100 only Linked |
Non-FTSE 100 only Linked |
Number of Products |
381 |
259 |
122 |
Average Total Gain (%) |
23.42 |
25.66 |
18.68 |
Average Term (Years) |
3.78 |
3.70 |
3.96 |
Average
Annualised
Returns
|
All (%) |
6.33 |
6.67 |
5.62 |
Top 25% Average |
9.24 |
9.14 |
9.42 |
Bottom 25% Average |
2.91 |
4.29 |
0.50 |
Returns by Product Type: 2018 Maturities of IFA-Distributed UK Retail Structured products
|
All Products |
FTSE 100 only Linked |
Non-FTSE 100 only Linked |
|
Capital at Risk |
Capital 'Protected' |
Deposit Based |
Capital at Risk |
Capital 'Protected' |
Deposit Based |
Capital at Risk |
Capital 'Protected' |
Deposit Based |
No. of Products |
266 |
33 |
82 |
190 |
15 |
54 |
76 |
18 |
28 |
Avg. Total Rtn. (%) |
23.83 |
23.88 |
21.91 |
24.51 |
33.08 |
27.62 |
22.14 |
16.21 |
10.89 |
Av. Term (Years) |
2.97 |
6.17 |
5.47 |
3.01 |
6.38 |
5.38 |
2.85 |
5.99 |
5.64 |
Average Annualised Returns |
All (%) |
7.55 |
3.30 |
3.62 |
7.44 |
4.62 |
4.52 |
7.80 |
2.20 |
1.88 |
Top 25% Average |
9.66 |
5.54 |
5.62 |
9.50 |
5.89 |
5.69 |
10.02 |
4.91 |
4.92 |
Bottom 25% Average |
5.61 |
0.21 |
0.79 |
5.71 |
3.39 |
3.39 |
5.45 |
0.00 |
0.00 |
Highest Return (by Annualised Return)
|
Index Link |
Gain/Loss (%) |
Term (years) |
Annualised Return (%) |
FTSE 100 linked only |
FTSE Only |
+80.00 |
5 |
+12.44 |
Non-FTSE 100 only linked |
FTSE 100 Index and EURO STOXX 50 Index |
+24.50 |
2 |
+11.58 |
Highest Return (by Total Return)
|
Index Link |
Gain/Loss (%) |
Term (years) |
Annualised Return (%) |
FTSE 100 linked only |
FTSE Only |
+100 |
6 |
+12.24 |
Non-FTSE 100 only linked |
FTSE 100, S&P 500, Euro Stoxx 50 and MSCI Emerging Markets Index |
+58.22 |
6 |
+7.94 |
The tables below detail the aggregated returns of structured products that matured in 2019.
To download Lowes Structured Product Annual Performance Review covering 2019 maturities click here
Overall Returns: 2019 Maturities of IFA-Distributed UK Retail Structured products
|
All Products |
FTSE 100 only Linked |
Non-FTSE 100 only Linked |
Number of Products |
334 |
220 |
114 |
Average Total Gain (%) |
15.3 |
16.69 |
12.64 |
Average Term (Years) |
3.81 |
3.77 |
3.9 |
Average
Annualised
Returns
|
All (%) |
5.73 |
5.99 |
5.23 |
Top 25% Average |
8.95 |
8.59 |
9.53 |
Bottom 25% Average |
1.81 |
3.5 |
-1.14 |
Returns by Product Type: 2019 Maturities of IFA-Distributed UK Retail Structured products
|
All Products |
FTSE 100 only Linked |
Non-FTSE 100 only Linked |
|
Capital at Risk |
Capital 'Protected' |
Deposit Based |
Capital at Risk |
Capital 'Protected' |
Deposit Based |
Capital at Risk |
Capital 'Protected' |
Deposit Based |
No. of Products |
243 |
11 |
80 |
160 |
7 |
53 |
83 |
4 |
27 |
Avg. Total Rtn. (%) |
6.47 |
3.31 |
3.01 |
6.81 |
3.76 |
3.81 |
6.59 |
2.52 |
1.44 |
The tables below detail the aggregated returns of structured products that matured in 2020.
To download Lowes Structured Product Annual Performance Review covering 2020 maturities click here
Overall Returns: 2020 Maturities of IFA-Distributed UK Retail Structured products
|
All Products |
FTSE 100 only Linked |
Non-FTSE 100 only Linked |
Number of Products |
235 |
118 |
117 |
Average Total Gain (%) |
16.42 |
19.97 |
12.84 |
Average Term (Years) |
4.78 |
4.54 |
5.03 |
Average
Annualised
Returns
|
All (%) |
3.52 |
4.68 |
2.40 |
Top 25% Average |
8.59 |
8.04 |
9.16 |
Bottom 25% Average |
-3.09 |
0.34 |
-3.09 |
Returns by Product Type: 2020 Maturities of IFA-Distributed UK Retail Structured products
|
All Products |
FTSE 100 only Linked |
Non-FTSE 100 only Linked |
|
Capital at Risk |
Capital 'Protected' |
Deposit Based |
Capital at Risk |
Capital 'Protected' |
Deposit Based |
Capital at Risk |
Capital 'Protected' |
Deposit Based |
No. of Products |
173 |
4 |
58 |
86 |
1 |
31 |
87 |
3 |
27 |
Avg. Annualised Rtn. (%) |
4.22 |
1.81 |
1.53 |
5.68 |
0.00 |
1.88 |
2.78 |
2.41 |
1.14 |
The tables below detail the aggregated returns of structured products that matured in 2021.
To download Lowes Structured Product Annual Performance Review covering 2021 maturities click here
Overall Returns: 2021 Maturities of IFA-Distributed UK Retail Structured products
|
All Products |
FTSE 100 only Linked |
Non-FTSE 100 only Linked |
Number of Products |
534 |
331 |
203 |
Average Total Gain (%) |
20.40 |
19.30 |
22.18 |
Average Term (Years) |
3.38 |
3.14 |
3.78 |
Average
Annualised
Returns
|
All (%) |
6.20 |
6.27 |
6.09 |
Top 25% Average |
9.31 |
9.30 |
9.33 |
Bottom 25% Average |
2.60 |
3.16 |
1.75 |
Returns by Product Type: 2021 Maturities of IFA-Distributed UK Retail Structured products
|
All Products |
FTSE 100 only Linked |
Non-FTSE 100 only Linked |
|
Capital at Risk |
Deposit Based |
Capital at Risk |
Deposit Based |
Capital at Risk |
Deposit Based |
No. of Products |
464 |
70 |
276 |
55 |
188 |
15 |
Avg. Annualised Rtn. (%) |
6.81 |
2.13 |
7.01 |
2.58 |
6.53 |
0.50 |
The tables below detail the aggregated returns of structured products that matured in 2021.
To download Lowes Structured Product Annual Performance Review covering 2022 maturities click here
Overall Returns: 2022 Maturities of IFA-Distributed UK Retail Structured products
|
All Products |
FTSE 100 only Linked |
Non-FTSE 100 only Linked |
Number of Products |
649 |
492 |
157 |
Average Total Gain (%) |
21.65 |
21.04 |
23.54 |
Average Term (Years) |
3.24 |
3.26 |
3.18 |
Average
Annualised
Returns
|
All (%) |
6.31 |
6.02 |
7.21 |
Top 25% Average |
8.96 |
8.67 |
9.58 |
Bottom 25% Average |
3.36 |
3.15 |
4.71 |
Returns by Product Type: 2022 Maturities of IFA-Distributed UK Retail Structured products
|
All Products |
FTSE 100 only Linked |
Non-FTSE 100 only Linked |
|
Capital at Risk |
Deposit Based |
Capital at Risk |
Deposit Based |
Capital at Risk |
Deposit Based |
No. of Products |
568 |
79 |
422 |
69 |
146 |
10 |
Avg. Annualised Rtn. (%) |
6.90 |
3.36 |
6.64 |
3.75 |
7.65 |
0.71 |