With-profits funds explained With-profits endowments performance
How with-profits endowments compare
The tables below show the maturity value of a 10-year and 20-year endowment from the largest with-profits providers.
| Low-cost with-profits endowments - male | |||
|---|---|---|---|
| Company | Closed Issue | Maturity values as of 1/12/09 10-year | Maturity values as of 1/12/09 20-year |
| Aviva | Yes | £6,565 | £17,574 |
| Friends Provident | Yes | £5,276 | £15,051 |
| Legal & General | Yes | n/a | £18,012 |
| LV= | Yes | £6,040 | £23,560 |
| The Co-operative Insurance | Yes | £4,882 | £15,338 |
| Market Average | n/a | £5,511 | £17,861 |
| Average return cash savings | n/a | £5,792 | £14,068 |
| Average return FTSE tracker | n/a | £5,941 | £16,801 |
Table notes
After deduction of charges on 1 December 2009 for a non-smoker aged 29 years 11 months at outset, having contributed a gross annual premium of £500
| Full-cost with-profits endowments - male | |||
|---|---|---|---|
| Company | Closed Issue | Maturity Values as of 1/12/09 10 Year | Maturity Values as of 1/12/09 20 year |
| Aviva | Yes | £6,579 | £18,114 |
| Friends Provident | Yes | £5,043 | £15,040 |
| Legal & General | Yes | n/a | £18,553 |
| LV= | Yes | £5,524 | £24,075 |
| Scottish Friendly | No | £5,068 | £17,934 |
| The Co-operative Insurance | Yes | £4,892 | £15,484 |
| Market Average | n/a | £5,645 | £19,583 |
Table notes
After deduction of charges on 1 December 2009 for a non-smoker aged 29 years 11 months at the outset, having contributed a gross annual premium of £500
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