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This page relates to the Windsor Life With-Profit Fund

With-Profits Fund Asset Mix Summary

The investments of all with-profits 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-profits 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-profits policies in the Windsor Life With-Profit fund since 1 June 2011. (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 bonus rates
• Fund asset mix
• Market value reduction (MVR)