As per industry standard, SRP measures product performance by capital returned at maturity date. Our dedicated performance section groups and displays all products with an associated performance figures, making it easier to view and track annual performance per product, or average annual performance within a selected group (eg. Asset Class).
SRP displays two figures for the Capital Return at Maturity:
- Capital Return that tracks overall capital returned to the investor at its maturity date, including the initial capital invested and yield earned.
- Annualised Capital Return that tracks yield earned per year. The SRP displays the return calculated on the Annual Equivalent Rate (AER) basis, which incorporates compounded earnings over the course of the investment term.
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