| 10 Year Bonus History** |
| Year Bonus Paid |
Tax Exempt Savings Plan |
Tax Exempt with life cover |
Regular Savings Plan |
Investment Bond |
Income Bond |
Pension Bond |
Mini Stocks & Shares ISA |
| 2007 Interim |
5% |
5% |
4% |
RB 5%
TB 10% |
5% |
6% |
8%* |
| 2006 |
5% |
5% |
4% |
RB 5%
TB 7.5% |
5% |
6% |
8%* |
| 2005 |
6% |
6% |
4% |
RB 5%
TB 5% |
- |
- |
8%* |
| 2004 |
6% |
6% |
4% |
RB 5%
|
- |
- |
8%* |
| 2003 |
7% |
7% |
4% |
5.25% |
- |
- |
8%* |
| 2002 |
8% |
10% |
4.5% |
5.25% |
- |
- |
6.5%* |
| 2001 |
8% |
10% |
4.5% |
5.25% |
- |
- |
- |
| 2000 |
8% |
10% |
4.5% |
5.25% |
- |
- |
- |
| 1999 |
10% |
12% |
- |
- |
- |
- |
- |
| 1998 |
10% |
12% |
- |
- |
- |
- |
- |
| 1997 |
10% |
12% |
- |
- |
- |
- |
- |
*Gross of charges 2.5% in year 1 and 1.5% year 2 onwards
RB = Revisionary (Regular) Bonus, TB = Terminal Bonus
The Society's strategy is to achieve a balance of income and capital growth through a combination of Government Securities, Fixed Interest Stock, Equities and Property. At the year ending 30st September 2007 the approximate investment split was:
Asset |
Percentage of Fund |
Equities |
33.96 |
Gilts & Fixed Interest |
10.34 |
Commercial Property |
35.66 |
Commercial Mortgages |
15.07 |
Cash |
5.97 |
Download these figures as a PDF.
Sheffield Mutual Friendly Society currently has assets of over £20 million under Management, and our reserves exceed 30% of Total Assets. The funds are actively managed to try and provide above average returns, with a Low to Medium risk profile.
**Past performance is not a guide to future performance and cannot be guaranteed.
If you require any further explanation as to how these figures have been produced please do not hesitate to contact us on 01226 741000 or email us at enquiries@sheffieldmutual.com
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