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Our With-Profits asset mix

You'll find details of our asset mix within our With-Profits funds below. 

With-Profits asset mixes

The investment position of the with-profits funds as at 31 December 2017 was as follows:

With-Profit funds Equity Government bonds / cash Corporate bonds Property

Scottish Friendly main fund

55%

10%

25%

10%

Resolution Bond in main fund

35%

20%

40%

5%

LANMAS

45%

50%

5%

0%

Rational Shelley

20%

80%

0%

0%

Scottish Legal Life, UK business

50%

30%

15%

5%

Scottish Legal Life, RoI business

50%

50%

0%

0%

Marine & General Mutual

40%

30%

20%

10%

Investment returns

The investment returns applied to the asset shares for the various with-profits funds over 2017 were as follows:

Return Investment return applied to Asset Shares

Scottish Friendly

9.21%

LANMAS

7.28%

Rational Shelley

4.24%

Scottish Legal Life, UK business

5.77%

Scottish Legal Life, RoI business

3.66%

Marine & General Mutual

9.04%

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