Savings

 

How To Make Savings Gains From A Falling Market

It is generally considered that in order to make gains from a unitized investment, the value of your units
must constantly rise - but is this always the case?

See For Yourself

The graph shows the number of units purchased by an annual contribution of £10,000 in two example
funds - Fund A where the price rises steadily and Fund B where the price falls and then recovers to its
original level.

savings1.png

Gains are made from the falling market because your contributions buy a larger number of units as the
prices of these units have decreased. This means that each year a larger number of units are added to
your contract:

savings2.png

These units then benefit from the potential market upturn which follows, giving you a greater investment value:

savings3.png

Important Notes

The figures presented take no account of product charges. Past performance is not a guide to future performance. Unit prices can go down as well as up. Unit price performance may be affected solely by movements in exchange rates.

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