CONRED 2 Annex 14 Investment benchmarks

Comparator 1:

this comparator is a return equal to the Bank of England official Bank Rate (the 'base rate').

Comparator 2:

this comparator is a return equal to a 50/50 combination of the APCIMS Conservative Index and the IMA Mixed Investment 20-60% Shares sector. This comparator has a listed equity exposure of 20-60% (IMA) and 32.5% (APCIMS).

Comparator 3:

this comparator is a return equal to a 50/50 combination of the APCIMS Balanced Index and the IMA Mixed Investment 40-85% Shares sector. This comparator has a listed equity exposure of 40-85% (IMA) and 67.5% (APCIMS).