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This page relates to the Windsor Life With-Profit Fund

With-Profit Fund Asset Mix Summary

The investments of all with-profit investors are pooled into a fund consisting of fixed interest securities, property and equities (UK shares and non-UK shares). Different elements of the with-profit fund may be subject to different asset mixes.

The pie chart above shows the asset mix used when calculating the investment returns credited to the Asset Shares underlying with-profit policies in the Windsor Life With-Profit fund as at 1 October 2009. (Please note that this does not include Deposit Administration or Guaranteed Fund business.)

• More information:

• Principles and practices of financial management (PPFM)
• Consumer friendly PPFM
• Annual reports to policyholders
• Current With-Profits policy bonus rates
• With-Profits fund asset mix
• Market value reductions (MVRs)