For immediate release: Monday 19th April 1999
REGULAR SAVINGS PLANS:The winning way to build
up capital over the long term
Realisation value of Lump Sum (£1,000) and Regular Savings
Plan (£50 pm) invested over 5,10 and 15 years by sector -
As at 1st April 1999.
|
SECTOR
|
COMMODITY
& ENERGY
|
EUROPE
|
FAR
EAST
EXCLUDING JAPAN
|
FAR
EAST
INCLUDING JAPAN
|
PROPERTY
|
FUND
OF FUNDS
|
|
Years
Invested
|
5
|
10
|
15
|
5
|
10
|
15
|
5
|
10
|
15
|
5
|
10
|
15
|
5
|
10
|
15
|
5
|
10
|
15
|
|
Lump
Sum
|
609
|
1,238
|
1,442
|
1,960
|
3,838
|
10,191
|
702
|
1,949
|
4,142
|
737
|
1,400
|
3,359
|
1,306
|
-
|
-
|
1,459
|
2,364
|
-
|
|
Savings
Plan
|
2,077
|
5,600
|
9,778
|
4,544
|
13,228
|
30,614
|
2,377
|
6,691
|
15,948
|
2,593
|
6,310
|
13,381
|
3,614
|
-
|
-
|
3,780
|
9,962
|
-
|
|
SECTOR
|
GLOBAL
EMERGING
MARKETS
|
INDEX
BEAR
FUNDS
|
INTERNATIONAL
EQUITY INCOME
|
INTERNATIONAL
FIXED INTEREST
|
INTERNATIONAL
EQUITY & BOND
|
INTERNATIONAL
GROWTH
|
|
Years
Invested
|
5
|
10
|
15
|
5
|
10
|
15
|
5
|
10
|
15
|
5
|
10
|
15
|
5
|
10
|
15
|
5
|
10
|
15
|
|
Lump
Sum
|
632
|
1,742
|
-
|
540
|
-
|
-
|
1,657
|
2,905
|
6,116
|
1,167
|
1,908
|
2,717
|
1,564
|
2,814
|
5,261
|
1,525
|
2,841
|
6,079
|
|
Savings
Plan
|
2,310
|
6,298
|
-
|
2,102
|
-
|
-
|
4,153
|
11,577
|
24,039
|
3,346
|
8,050
|
14,460
|
4,000
|
10,727
|
21,731
|
3,923
|
10,896
|
23,104
|
|
SECTOR
|
INVESTMENT
TRUST UNITS
|
JAPAN
|
MANAGED
|
MONEY
MARKET
|
NORTH
AMERICA
|
OTHER
UK
FIXED INTEREST
|
|
Years
Invested
|
5
|
10
|
15
|
5
|
10
|
15
|
5
|
10
|
15
|
5
|
10
|
15
|
5
|
10
|
15
|
5
|
10
|
15
|
|
Lump
Sum
|
1,427
|
2,662
|
5,961
|
704
|
919
|
2,685
|
1,632
|
2,966
|
6,622
|
1,249
|
1,795
|
-
|
2,183
|
4,581
|
7,218
|
1,468
|
2,134
|
3,676
|
|
Savings
Plan
|
3,731
|
10,530
|
22,727
|
2,854
|
5,807
|
10,886
|
4,090
|
11,137
|
24,497
|
3,442
|
7,845
|
-
|
4,861
|
15,085
|
30,765
|
3,903
|
9,803
|
18,292
|
|
SECTOR
|
PENSION
UNIT TRUSTS
|
UK
EQUITY
& BOND
|
UK
EQUITY &
BOND INCOME
|
UK
EQUITY
INCOME
|
UK
GILT
|
UK
GROWTH
|
|
Years
Invested
|
5
|
10
|
15
|
5
|
10
|
15
|
5
|
10
|
15
|
5
|
10
|
15
|
5
|
10
|
15
|
5
|
10
|
15
|
|
Lump
Sum
|
1,571
|
2,624
|
-
|
1,787
|
3,088
|
9,560
|
1,612
|
2,411
|
5,710
|
1,792
|
2,798
|
7,918
|
1,469
|
2,257
|
3,374
|
1,840
|
2,778
|
7,139
|
|
Savings
Plan
|
3,985
|
10,642
|
-
|
4,273
|
12,110
|
28,557
|
4,057
|
10,729
|
22,027
|
4,317
|
11,848
|
26,082
|
3,914
|
9,562
|
17,796
|
4,370
|
12,008
|
25,343
|
|
INDICES
|
UK
GROWTH
& INCOME
|
UK
SMALLER
COMPANIES
|
UK
SAVINGS £2,500
INSTANT ACCESS
|
FT-SE
A ALL-SHARE |
RETAIL
PRICE
INDEX
|
|
Years
Invested
|
5
|
10
|
15
|
5
|
10
|
15
|
5
|
10
|
15
|
5
|
10
|
15
|
5
|
10
|
15
|
|
Lump
Sum
|
1,916
|
2,996
|
7,716
|
1,547
|
2,233
|
7,016
|
1,146
|
1,585
|
2,294
|
2,165
|
3,750
|
9,032
|
1,152
|
1,464
|
1,877
|
|
Savings
Plan
|
4,520
|
12,344
|
26,666
|
3,809
|
10,886
|
23,530
|
3,221
|
7,172
|
12,901
|
4,899
|
14,011
|
31,227
|
3,253
|
7,015
|
11,931
|
Figures on an offer to bid basis,
with net income reinvested.
Source : Lipper, Standard & Poors Micropal
|
