Non complaining endowment question. 30 April 2014 at 9:34PM edited 30 November -1 at 1:00AM in Mortgages & Endowments 2 replies 713 views

Imma_Number

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.

1998   13.40%
1999   16.00%
2000   -0.70%
2001   -8.00%
2002   -6.80%
2003   10.40%
2004    9.90%

Many thanks
Imma

kipperkendall

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

Imma_Number

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.