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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 2018 was as follows:

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

Scottish Friendly main fund

52%

13%

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 - CWP

32%

40%

20%

8%

Marine & General Mutual - UWP

47%

30%

15%

8%

Investment returns

The investment returns applied to the asset shares for the various with-profits funds over 2018 were as follows:

Return Investment return applied to Asset Shares

Scottish Friendly

-3.71%

LANMAS

-3.61%

Rational Shelley

-1.49%

Scottish Legal Life, UK business

-3.86%

Scottish Legal Life, RoI business

-6.69%

Marine & General Mutual

-2.31%

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