INVESTMENTS Income
12.2013 qly, mly on an
%
12.2013 ependent
A A
Paid: Yly, ½ yly, Facility: Yes Allocation rates 100%
Projected cash value of £10K assuming growth rate 4.5%
2 yrs 3 yrs 4 yrs 5 yrs
1 yr
Facility: Yes Paid: Yly/mly
100%
2 yrs 3 yrs 4 yrs 5 yrs
1 yr Facility: Yes
Paid: Yly, ½ yly, qly, mly
100% Ad hoc (min £250)
10 yrs £12,800 £10,300
10 yrs £14,100 1 yr
£10,700 £11,100 £11,500 £11,900
2 yrs 3 yrs 4 yrs 5 yrs
A A
ee. Normal investment mid-growth rate of 4.5% for this fund. With 10 year guarantee and assumed growth rate of 4.5%, projected cash value figures are: 1 yr £10,100, 2 yrs £10,400, 3 yrs £10,700, 4 yrs Facility: Yes
10 yrs £14,000 Note: Past performance figures for years 3, 4 and 5 are for a previous bond issue
£10,600 £11,000 £11,300 £11,800
£10,688 £11,635 £12,244 £12,504 £13,671
Nil Nil Nil Nil Nil
£10,688 £11,635 £12,244 £12,504 £13,671
Paid: Yly, ½ yly, qly, mly
100% Ad hoc (min £250) 1 yr
2 yrs 3 yrs 4 yrs 5 yrs
A A
ee. Normal investment mid-growth rate of 4.25% for this fund. With 10 year guarantee and assumed growth rate of 4.5%, projected cash value figures are: 1 yr £10,200, 2 yrs £10,500, 3 yrs £10,900, 4 yrs Facility: Yes
10 yrs £14,000 Note: Past performance figures for years 3, 4 and 5 are for a previous bond issue
£10,200 £10,600 £11,000 £11,300 £11,800
£10,634 £11,377 £11,778 £12,304 £13,292
Nil Nil Nil Nil Nil
£10,634 £11,377 £11,778 £12,304 £13,292
Paid: Yly, ½ yly, qly, mly
100% Ad hoc (min £250)
2 yrs 3 yrs 4 yrs 5 yrs
1 yr
10 yrs £14,500 Note: Past performance figures for years 3, 4 and 5 are for a previous bond issue
£10,200 £10,600 £11,000 £11,300 £11,800
£10,712 £11,802 £12,618 £12,636 £14,106
Nil Nil Nil Nil Nil
£10,712 £11,802 £12,618 £12,636 £14,106
.2014 year of
Paid: Yly, ½ yly, qly, mly. Up to 10% of the total amount invested each policy year (min £100).£500
3.2014
optimum Paid: Termly, yly, ½ yly, qly, mly
must be left invested. Facility: Yes
100%
2 yrs 3 yrs 4 yrs 5 yrs
1 yr
2 yrs 3 yrs 4 yrs 5 yrs
1 yr
3.2014 years
3.2014 after 5 yrs assured
qly, mly. For monthly income min £10K initial premium
Paid: Yly, ½ yly,
Facility: No Paid: N/A
N/A 1 yr
2 yrs 3 yrs 4 yrs 5 yrs
2 yrs 3 yrs 4 yrs 5 yrs
1 yr 100%
10 yrs £14,000 £10,300
£10,300 £10,700 £11,000 £11,400 £11,800
Nil Nil Nil Nil Nil
£244 £120 Nil
Nil Nil
his fund. With 10 year guarantee and assumed growth rate of 4.5%, projected cash value figures are: 1 yr £10,100, 2 yrs £10,300, 3 yrs £10,500, 4 yrs £10,700, 5 yrs £10,900, 10 yrs £12,100. Facility: Yes
Unwilling to supply
Nil Nil Nil Nil Nil
£228 £116 Nil
Nil Nil
£10,200 £10,500 £10,700 £11,000 £11,300
PAST PERFORMANCE OF £10K at 1.2.2015 own charges deducted
FUND VALUE
£10,175 £10,353 £10,520 £10,678 £10,912 £12,905
Note: Past performance figures are for a previous bond issue £10,200
£10,336 £10,460 £10,882 £11,225 £11,435 £13,923
£326 £337 £343 £418
TERMINAL FUND VALUE MVR EARLY SURRENDER BONUS + TB
E/MENT VALUE
£1,167 £1,420 £1,931 £3,987
Nil Nil
£880 Nil
£10,175 £11,233 £11,687 £12,098 £12,843 £16,893
£10,336 £10,460 £11,208 £11,562 £11,778 £14,341
Nil Nil Nil Nil Nil Nil
Nil Nil Nil Nil Nil Nil
Nil Nil Nil Nil Nil
Nil Nil Nil Nil Nil Nil
£161 Nil Nil Nil
Nil Nil
£237 £118 Nil
Nil Nil
£10,175 £11,233 £11,687 £12,098 £12,843 £16,893
£10,336 £10,460 £11,047 £11,562 £11,778 £14,341
£10,688 £11,635 £12,007 £12,385 £13,671
£10,634 £11,377 £11,549 £12,187 £13,292
£10,712 £11,802 £12,373 £12,516 £14,106
10 yrs £13,800 Note: Based on nil commission option
£10,600 £11,000 £11,300 £11,700
Facility: Yes N/A £9,500
10 yrs £14,600 £9,484
10 yrs £14,035
£10,468 £10,995 £11,549
£9,964
£10,300 £10,800 £11,400 £12,000
£10,200 £10,407 £10,672 £11,075 £11,322
£10,301 £10,610 £10,928 £11,256 £11,594
£10,609 £10,918 £11,227 £11,536 £11,845 £13,836
£1,290 £2,125
£245 £544 £823
£580 Nil
Nil Nil Nil Nil
£592 £692
Nil Nil Nil
£10,445 £10,951 £11,495 £12,365 £13,447
£10,301 £10,610 £10,928 £11,256 £12,173
£10,609 £10,918 £11,227 £11,536 £12,437 £14,528
Nil Nil Nil Nil Nil
Nil Nil Nil Nil Nil
Nil Nil Nil Nil Nil Nil
Nil Nil Nil Nil Nil
£606 £473 £331 £176 £10
£1,008 £790 £551 £291 £10 £10
y Investment’s NISA for 2015/16 mmission based available.
st more information, or email us at
enquiries@healthyinvestment.co.uk
Society Limited and is an incorporated Society within the meaning of the Friendly Societies Act 1992 (Register 218f) by the Financial Conduct Authority and the Prudential Regulation Authority. Financial Services Register 109994
03/15 March 2015 105
£10,445 £10,951 £11,495 £12,365 £13,447
£10,136 £10,597 £11,079 £12,163
£9,695
£10,128 £10,676 £11,245 £12,427 £14,518
£9,601
Invest the full 2015/16 limit of £15,240.00 in our NISA.
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