With-Profit Funds

With-Profits funds are a type of ‘pooled investment’ fund. Investors pay into the fund, and their money gets pooled together with the premiums of other investors. The investments are smoothed over time and the resulting profits are shared among the policyholders by way of a dividend.

The SuperCAPP Fund is a Unitised With-Profits Fund that aims to deliver a regular return to policyholders consistent with prevailing medium-term interest rates while maintaining the potential for higher growth than a bank deposit account over time.

SuperCAPP With-Profits Operating Principles

Annual Board Report to SuperCAPP Policyholders - 2019

The CAPP Fund is a Unitised With-Profits Fund that aims to deliver a regular return to policyholders consistent with prevailing medium-term interest rates while maintaining the potential for higher growth than a bank deposit account over time. The CAPP Fund has been closed to new business since 1998.

CAPP With-Profits Operating Principles

Annual Board Report to CAPP Policyholders - 2019

 

Warning: Past performance is not a reliable guide to future performance.
Warning: Benefits may be affected by changes in currency exchange rates.
Warning: The value of your investment may go down as well as up.
Warning: If you invest in these funds you may lose some or all of the money you invest.

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