Performance scenarios
The figures shown include all the costs of the product itself, but may not include all the costs that you pay to your advisor or distributor. The figures do not take into account your personal tax situation, which may also affect how much you get back.
What you will get from this product depends on future market performance. Market developments in the future are uncertain and cannot be accurately predicted.
The unfavourable, moderate, and favourable scenarios shown are illustrations using the worst, average, and best performance of the product over the last 10 years. Markets could develop very differently in the future.
Recommended holding period (RHP): 5 yearsExample Investment €10,000
The figures shown include all the costs of the product itself, but may not include all the costs that you pay to your advisor or distributor. The figures do not take into account your personal tax situation, which may also affect how much you get back.
What you will get from this product depends on future market performance. Market developments in the future are uncertain and cannot be accurately predicted.
The unfavourable, moderate, and favourable scenarios shown are illustrations using the worst, average, and best performance of the product over the last 10 years. Markets could develop very differently in the future.
Recommended holding period (RHP): 5 yearsExample Investment $10,000
The figures shown include all the costs of the product itself, but may not include all the costs that you pay to your advisor or distributor. The figures do not take into account your personal tax situation, which may also affect how much you get back.
What you will get from this product depends on future market performance. Market developments in the future are uncertain and cannot be accurately predicted.
The unfavourable, moderate, and favourable scenarios shown are illustrations using the worst, average, and best performance of the product over the last 10 years. Markets could develop very differently in the future.
Recommended holding period (RHP): 5 yearsExample Investment €10,000
The figures shown include all the costs of the product itself, but may not include all the costs that you pay to your advisor or distributor. The figures do not take into account your personal tax situation, which may also affect how much you get back.
What you will get from this product depends on future market performance. Market developments in the future are uncertain and cannot be accurately predicted.
The unfavourable, moderate, and favourable scenarios shown are illustrations using the worst, average, and best performance of the product over the last 10 years. Markets could develop very differently in the future.
Recommended holding period (RHP): 5 yearsExample Investment $10,000
The figures shown include all the costs of the product itself, but may not include all the costs that you pay to your advisor or distributor. The figures do not take into account your personal tax situation, which may also affect how much you get back.
What you will get from this product depends on future market performance. Market developments in the future are uncertain and cannot be accurately predicted.
The unfavourable, moderate, and favourable scenarios shown are illustrations using the worst, average, and best performance of the product over the last 10 years. Markets could develop very differently in the future.
Recommended holding period (RHP): 5 yearsExample Investment £10,000
Scenarios | If you exit after 1 year | If you exit after RHP | |
---|---|---|---|
Minimum | There is no minimum guaranteed return. You could lose some or all of your investment. | ||
Stress scenario | What you might get back after costs | 7,939.15 | 7,647.74 |
Average return each year (%) | -20.61 | -5.22 | |
Unfavourable scenario | What you might get back after costs | 8,198.06 | 9,839.53 |
Average return each year (%) | -18.02 | -0.32 | |
Moderate scenario | What you might get back after costs | 10,361.73 | 12,053.45 |
Average return each year (%) | 3.62 | 3.81 | |
Favourable scenario | What you might get back after costs | 11,367.02 | 13,554.69 |
Average return each year (%) | 13.67 | 6.27 |
The stress scenario shows what you might get back in extreme market circumstances.
The unfavourable scenario was calculated using data from 2017-07 to 2022-06. As insufficient price points were available the following benchmark/s were utilised: Bloomberg USD/EUR/GBPCorp1%IssCap TR USDH.
The moderate scenario was calculated using data from 2014-07 to 2019-06. As insufficient price points were available the following benchmark/s were utilised: Bloomberg USD/EUR/GBPCorp1%IssCap TR USDH.
The favourable scenario was calculated using data from 2016-01 to 2020-12. As insufficient price points were available the following benchmark/s were utilised: Bloomberg USD/EUR/GBPCorp1%IssCap TR USDH.
The stress scenario shows what you might get back in extreme market circumstances.
The unfavourable scenario was calculated using data from 2017-07 to 2022-06. As insufficient price points were available the following benchmark/s were utilised: Bloomberg USD/EUR/GBP Corp1%IssCap TR USD.
The moderate scenario was calculated using data from 2012-09 to 2017-08. As insufficient price points were available the following benchmark/s were utilised: Bloomberg USD/EUR/GBP Corp1%IssCap TR USD.
The favourable scenario was calculated using data from 2012-07 to 2014-05. As insufficient price points were available the following benchmark/s were utilised: Bloomberg USD/EUR/GBP Corp1%IssCap TR USD.
The stress scenario shows what you might get back in extreme market circumstances.
The unfavourable scenario was calculated using data from 2017-07 to 2022-06. As insufficient price points were available the following benchmark/s were utilised: Bloomberg Barclays USD/EUR/GBP Corp 1% Issuer Capped TR Index Value Hgd EUR.
The moderate scenario was calculated using data from 2012-07 to 2013-07. As insufficient price points were available the following benchmark/s were utilised: Bloomberg Barclays USD/EUR/GBP Corp 1% Issuer Capped TR Index Value Hgd EUR.
The favourable scenario was calculated using data from 2012-07 to 2015-01. As insufficient price points were available the following benchmark/s were utilised: Bloomberg Barclays USD/EUR/GBP Corp 1% Issuer Capped TR Index Value Hgd EUR.
The stress scenario shows what you might get back in extreme market circumstances.
The unfavourable scenario was calculated using data from 2017-07 to 2022-06. As insufficient price points were available the following benchmark/s were utilised: Bloomberg USD/EUR/GBP Corp1%IssCap TR USD.
The moderate scenario was calculated using data from 2012-09 to 2017-08. As insufficient price points were available the following benchmark/s were utilised: Bloomberg USD/EUR/GBP Corp1%IssCap TR USD.
The favourable scenario was calculated using data from 2012-07 to 2014-05. As insufficient price points were available the following benchmark/s were utilised: Bloomberg USD/EUR/GBP Corp1%IssCap TR USD.
The stress scenario shows what you might get back in extreme market circumstances.
The unfavourable scenario was calculated using data from 2017-07 to 2022-06. As insufficient price points were available the following benchmark/s were utilised: Bloomberg Barclays USD/EUR/GBP Corp 1% Issuer Capped TR Index Value Hgd GBP.
The moderate scenario was calculated using data from 2012-10 to 2017-09. As insufficient price points were available the following benchmark/s were utilised: Bloomberg Barclays USD/EUR/GBP Corp 1% Issuer Capped TR Index Value Hgd GBP.
The favourable scenario was calculated using data from 2012-07 to 2015-01. As insufficient price points were available the following benchmark/s were utilised: Bloomberg Barclays USD/EUR/GBP Corp 1% Issuer Capped TR Index Value Hgd GBP.