18.73% COMPOUND AVERAGE ANNUAL GROWTH
£10,000 Invested in January 1990 - Value at 1st July 2007 £169,845.00
The above graph is based on financial results from 1/1/1990 - 01/07/2007 as supplied by Micropal of Standard & Poors, and shows the best returns averaged from the 10 top producing life assurance companies. Assuming an Offer to Bid price at UK basic rate tax. Wine indices calculated using actual sale values achieved.
Jan- 04 |
Jan- 05 |
Jan- 06 |
Jan- 07 |
Jul- 07 |
|
| MANAGED FINE WINE PORTFOLIO | £68,959 |
£71,197 |
£89,760 |
£122,935 |
£169,845 |
| FT All Share Index | £28,184 |
£31,075 |
£39,145 |
£45,694 |
£49,150 |
| Managed Unit Trust | £22,519 |
£24,534 |
£29,480 |
£32,420 |
£33,975 |
| Managed Life Assurance Fund | £19,403 |
£21,058 |
£24,517 |
£26,843 |
£28,116 |
| UK Building Society | £16,104 |
£16,318 |
£16,566 |
£16,798 |
£16,948 |
| UK Retail Price Index | £15,412 |
£15,985 |
£16,338 |
£16,927 |
£17,356 |