No. of Units Purchased (Monthly)
Accumulative Monthly Performance
No. of Units Purchased (Lump Sum)
Accumulative Monthly Performance
Month
Unit Price
Start January
£1.00
10,000
February
£0.96
10,416.66
-4% = £19,599.99
-4% = £57,600
March
£0.9312
10,738.83
-3% = £29,011.99
-3% = £55,872
April
£0.92188
10,847.39
-1% = £38,721.61
-1% = £55,313.28
May
£0.96797
10,330.89
+5% = £50,657.51
+5% = £58,078.94
June
£0.98732
10,128.42
+2% = £61,670.16
Total Units Total Investment Value
60,000.00
62,462.19
Performance
+2% = £59,239.20 60,000
£61,670.16
£59,239.20
Accumulative Monthly Performance Accumulative Lump Sum Performance
Pension Fund Performance Overview 60.0% 50.0% 40.0% 30.0% 20.0% 10.0% 0.0% -10.0% -20.0% -30.0% Oct 06
The best performing mixed investment fund over 5 years The worst performing mixed investment fund over 5 years Source: Financial Express 24/10/11
Oct 07
Oct 08
Oct 09
Oct 10
21/10/2006 - 21/10/2011 FE 2011
21/10/2006 - 21/10/2011 FE 2011
SFN Solicitors 3-5 Red Lion Street, Burnley Lancashire, BB11 2AE Tel. 01282 421284
www.sfn.co.uk