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Non complaining endowment question.
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Imma_Number
Posts: 183 Forumite


I don't suppose anyone knows the annual return figures for a CGU Homemaker With-Profits from 1993 to 1997?
I have 1998 to present (selection below) if you'd want to check you have the details for the fund I mean.
Imma
I have 1998 to present (selection below) if you'd want to check you have the details for the fund I mean.
1998 13.40% 1999 16.00% 2000 -0.70% 2001 -8.00% 2002 -6.80% 2003 10.40% 2004 9.90%Many thanks
Imma
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Here you go, see page 19. This is latest figures for this years first 6 months I think as they review in June.
http://www.aviva.co.uk/adviser/product-literature/view-document.cgi?f=gn07031c.pdf#page110 -
kipperkendall wrote: »Here you go, see page 19. This is latest figures for this years first 6 months I think as they review in June.
http://www.aviva.co.uk/adviser/product-literature/view-document.cgi?f=gn07031c.pdf#page11
Thanks for that, it has some interesting info but not the info I was after. I'm after the investment returns for the fund.
In the yearly statement from 2003 from Norwich Union pages 5 & 6 were the "With-profits update for the CU Life Fund" and showed how the money was invested (what funds and what percentage) and on page 6 it shoes the "Investment returns on the fund for the last 5 years." This is how I have the figures as far back as 1998 but not earlier. If NU/CGU/CU did give the info prior to 2003 I haven't kept it.0
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