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Low-risk investors typically will want their capital guaranteed,
but all investors want real returns on their funds. Historically,
the best long-term returns have always been achieved with equities.
The average investment mix of a sterling with profit policy is approx
60% equities and the balance in gilts, property and cash. It is
this mix that has consistently achieved excellent returns.
Assuming no changes in future bonuses the investor can expect an
annual rate of return in the range of 8-10% for sterling policies
and 6-8% for Euro policies.
Please Note: Future bonus rates can go down as well as up, depending
on investment performance.
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