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PASSIVE INVESTING – GOING UNDER THE BONNET (HARD DRIVE)! 36TRACKER AVAILABILITYINVESTMENTS – ANNUAL CHARGES.FundCollectivesAMCPortfolioBondSelectPortfolio BondSelect Portfolio Bond(Wealth Managers)UK Index0.15%1.3%0.33%0.25%US Index0.15%1.3%0.44%0.26%Europe EX UK Index0.15%1.3%0.48%0.28%Japan Index0.15%1.3%0.46%0.32%Pacific (ex Japan) Index0.15%1.8%0.48%0.25%Global 100 Index0.25%1.3%0.77%0.35%Sterling Corporate Bond Index0.15%1.3%N/AN/AGlobal Emerging Market Index0.25%N/AN/AN/AUK 100 Index0.15%N/AN/AN/AAll Stocks Gilt Index0.15%1.3%N/AN/AAll Stocks Index Linked Gilt Index0.15%1.3%N/AN/AIndex funds could lower overall averageportfolio costs in core/satellite approach
PASSIVE INVESTING – GOING UNDER THE BONNET (HARD DRIVE)! 37WRAPPER IMPACTPRICING ANALYSIS.Amount £Onshore BondOffshore Bond(Initial)Offshore Bond(T’ Life)£75,000£2,625£6,310£6,8735 Yr£150,000£250,000£5,250£8,750£9,010£11,735£9,010£11,310£500,000£17,500£21,110£21,360Amount £Onshore BondOffshore Bond(Initial)Offshore Bond(T’ Life)£75,000£5,250£10,370£13,74510 Yr£150,000£250,000£10,500£17,500£15,020£17,745£18,020£24,720£500,000£35,000£36,220£42,720Source: L&G own products (Select Portfolio Bond Wealth Managers, International Portfolio Bond) April 2013
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