Investment Bond 2023

Columns show the amount of profit (in yellow) compared to the amount invested (in brown) for four different clients. Client one invested in 1996, two in 2002, three in 2011 and four in 2017. Chequered yellow and white shows “withdrawals,” which may be viewed as profit already taken. Performance relates to one particular fund managed by one major UK investment provider. This Investment tries to smooth … Read more

Investment Bond 2022

Columns show the amount of profit (in yellow) compared to the amount invested (in brown) for four different clients. Client one invested in 1996, two in 2002, three in 2011 and four in 2017. Chequered yellow and white shows “withdrawals,” which may be viewed as profit already taken. Performance relates to one particular fund managed by one major UK investment provider. This Investment tries to smooth … Read more

Investment Bond 2020

Columns show the amount of profit (in yellow) compared to the amount invested (in brown) for five different clients. Client one invested in 1994, two in 1996, three in 2002,  four in 2011 and five in 2017. Chequered yellow and white shows “withdrawals,” which may be viewed as profit already taken. Performance relates to one particular fund managed by one major UK investment provider. This particular … Read more

Investment Bond 2019

The columns show the ratio of profit to lump sum investment for nine different clients. Client one invested in 1994, two in 1996, three in 1999,  four in 2002, five in 2005, six in 2008, seven in 2011, eight in 2014 and client nine in 2017.  Performance relates to one particular fund managed by one major UK investment provider. Brown shows amount invested.  Yellow shows accrued profit … Read more