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SheffieldMutualcontinuestodelivermarketleadingreturnstoregularpremiumpolicyholders
over10,15,20&25years.
Thefiguresshownbelowarebasedonsaving50.00permonthinaconventionalwithprofitsendowmentsavingsplan,
maturingon1February2013.
Source:MoneyManagementmagazinepublishedApril2013.
Pastperformanceisnotaguidetofutureperformance.
ThepaymentofwithprofitsbonusesisnotguaranteedanddependsontheperformanceoftheSocietysinvestmentfund.
Ifawithprofitsendowmentsavingsplaniscashedinbeforetheendoftheterm,
thentheinvestormaygetbacklessthanhasbeenpaidin.
ThesetablesshowthetopofficesstillopenforbusinessthathavesubmittedperformancedatatoMoneyManagement.
AnnualGrowthrate%after10Years
SheffieldMutual
HealthyInvestment
LV=
KingstonUnity
ForestersFriendly
TeachersAssurance
ScottishFriendly
6.0
5.4
4.6
4.4
3.1
2.2
1.7
ScottishWidows
0.5
10,002
10,646
11,368
11,643
12,784
12,831
16,396
16,511
25,000
20,000
15,000
10,000
5,000
0
21,949
MaturityValueafter15Years
6,143
6,545
6,721
7,020
7,518
7,577
7,921
9,000
8,000
7,000
6,000
5,000
4,000
3,000
2,000
1,000
0
8,182
MaturityValueafter10Years
AnnualGrowthrate%after15Years
SheffieldMutual
KingstonUnity
HealthyInvestment
LV=
ForestersFriendly
ScottishLife
TeachersAssurance
ScottishFriendly
ScottishWidows
11.1
7.7
7.6
4.6
4.5
3.3
3.0
2.2
1.4
Howdowedoit?
TheperformancedatademonstratesthatSheffieldMutualhascementeditspositionoverseveralyearsasatopperforming
productproviderinthesector.
Ourabilitytoprovidehigherpotentialreturnstopolicyholdersisduetoacombinationofourmemberownedmutualbusiness
model,asharpfocusonmanagingcostsandadiversifiedlowtomediumriskwithprofitsinvestmentfund.Thefundisbiased
towardstenantedcommercialproperty,whichprovidesstableyieldscombinedwiththeprospectoflongtermcapitalgrowth.
Pleaseseeoverleaffor20&25yearvalues.
AnnualGrowthrate%after20Years
SheffieldMutual
KingstonUnity
HealthyInvestment
ForestersFriendly
LV=
TeachersAssurance
ScottishFriendly
ScottishLife
ScottishWidows
27,935
30,109
31,763
32,654
46,273
46,521
52,286
66,241
80,000
70,000
60,000
50,000
40,000
30,000
20,000
10,000
0
71,885
MaturityValueafter25Years
17,127
18,853
19,004
19,638
22,430
25,377
32,285
36,758
45,000
40,000
35,000
30,000
25,000
20,000
15,000
10,000
5,000
0
42,581
MaturityValueafter20Years
AnnualGrowthrate%after25Years
SheffieldMutual
11.4
10.1
9.0
7.0
5.9
4.7
4.4
4.3
3.4
KingstonUnity
HealthyInvestment
LV=
ForestersFriendly
ScottishFriendly
TeachersAssurance
ScottishLife
ScottishWidows
10.9
10.4
8.9
8.1
8.1
5.7
5.5
5.2
4.6
OurEthicalStance.
Weonlyinvestincompaniesthatarenotinvolvedinthe
productionofArmaments,TobaccoorPornography.
Apercentageofourmonthlypremiumincomeisdonatedtocharity.
(seeourwebsiteorcontactusforfurtherinformation)
Tel:01226741000Fax:01226741222Url:www.sheffieldmutual.com
Email:enquiries@sheffieldmutual.com
Updated
April2013
SheffieldMutualFriendlySociety
3MaplePark,MapleCourt,WentworthBusinessPark,Tankersley,Barnsley,SouthYorkshire,S753DP
FollowusonTwitter@SheffieldMutualFacebook.com/SheffieldMutual
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