| 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 |
Stocks & Shares ISA |
2008
|
4.5% |
4.5% |
3.5% |
RB 4.5%
TB 10% |
4.5% |
5.5% |
7%* |
| 2007 |
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.
The approximate investment splits from 01 January 2006 to 01 January 2008 are as follows:
Asset |
2008 |
Equities |
30.3 |
Gilts, Bonds & Fixed Interest |
22.4 |
Commercial Property |
38.2 |
Cash |
9.1 |
Download these figures as a PDF.
Sheffield Mutual Friendly Society currently has assets of over £21.4 million under Management, and our reserves exceed 24% 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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