The performance indices are published on a monthly basis, covering all qualifying products as well as a breakdown by different sectors, product types and risk ratings. As well as showing the historical performance levels for each index, the UKSPA website will also show the number of qualifying products included in the performance index at each historical point.
The purpose of the performance is to provide a useful benchmark to how different types of structured products have performed historically, and the data can be compared to the historical performance of other investment types and benchmark indices. UKSPA intends to publish regular commentary alongside the performance indices, to help advisers and market commentators analyse and apply the data for their own purposes.
Please click on one of the links below to view historical performance information for that sector / UKSPA Product Code. If you would like to understand more about how this performance information is calculated, please read our guide here.
This sector includes products that offer a potential income stream during the term of the product, plus full repayment of capital upon maturity.
1140 - Protected Conditional Income
1180 - Protected Range Accrual Income
1198 - Protected Income - Other
This sector includes products that offer a potential income stream during the term of the product. Capital is at risk at maturity if the Underlying closes below a certain level. Because of the additional risk to capital, the potential income on offer from Non-Protected Income products should be greater than that from Protected Income products.
1230 - Fixed Income
1280 - Range Accrual Income
1290 - Conditional Income
1299 - Income - Other
This sector includes products that offer a potential growth return to be paid when the product matures along with the repayment of capital in full.
1100 - Protected Uncapped Growth
1120 - Protected Capped Growth
1150 - Protected Digital
1160 - Protected Kick Out
1170 - Protected Range Accrual Growth
1199 - Protected Growth - Other
This sector includes products that offer a potential return at maturity, depending on the performance of the Underlying. Capital is at risk at maturity if the Underlying closes below a certain level. Because of the additional risk to capital, the potential return on offer from Non-Protected Growth products should be greater than that from Protected Growth products.
1320 - Uncapped Growth
1370 - Capped Growth
1260 - Kick Out
1270 - Digital
1285 - Range Accrual Growth
1399 - Growth - Other
Please note for products that launched before January 2018 the risk ratings indicated are the UKSPA risk ratings.