markets & strategies
The average with-profits investment fund has performed significantly better than other similar low-risk investments over a 25-year period, according to Tep market maker Policy Portfolio. For example, the average payout of a 25-year £50-per-month premium with-profits portfolio is £72,000, compared to a balanced managed fund which would give £51,000 and a UK All Companies portfolio which would give £56,000, according to research conducted by Money Management. When a Tep is purchased the investor knows the value of the bonuses already allocated, which together with the sum assured, of...
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