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Monday, October 30, 2006

Top up showed a large gain in a few months

In June, we write to our investment-linked policies to top up their investments, as the stockmarket had corrected by about 10 percent.

Many policyholders responded to our advice. They have made a return of 5% to 10% during the past few months. Those who top-up earlier had a bigger gain, compared to those who acted later. In many cases, the amount of the top-up was more than their initial investment.

Here are some examples:


Nr Age Prev Inv Fund Top-up Now Gain
1. 46 5,000 Growth 75,000 79,494 6.0%
2. 45 30,000 Tech 50,000 56,004 12.0%
3. 40 20,000 Growth 99,700 104,422 4.7%
4. 55 50,000 Prime 50,000 54,715 9.4%
5. 61 40,000 Growth 55,000 58,076 5.6%

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