Capital at risk. The value of investments and the income from them can fall as well as rise and are not guaranteed. Investors may not get back the amount originally invested.
Want to work out if MyMap is for you? Read the investment stories below to see how MyMap is helping these investor types experience financial wellbeing.
First time investor
Shannon is a first-time investor who wanted to set up a simple and low-effort regular investment fund after building up her 3-month contingency fund. She chose to invest in MyMap 6 because she is aiming to invest over the long-term and isn’t particularly interested in following the markets, so is happy to set-and-forget at a slightly higher risk level.
She is planning to invest £250 a month and take advantage of the compound interest. Find out more about compound interest here.
Busy accumulator
Tom is cash-rich but very time poor. He was looking for a way to protect the value of his savings against inflation. He decided to invest a lump sum into MyMap 4. The regular portfolio rebalances meant that he felt comfortable knowing his investment could stay at his desired risk level without him having to think about it.
Tom’s investment of £10,000 when MyMap 4 was launched on 28th May, 2019 on 28th May 2024 was worth £12,533.56 (net). To see the past 5 years of MyMap 4 results see below.
Goals-based investor
Emma is saving to purchase her first home while protecting the value of her savings. She decided to invest in MyMap 3 as she wants to have the least risk available in the range. She started with a lump sum investment and has set up regular investments through her digital bank.
Emma’s initial investment of £5000 on 28th May, 2019 and monthly investments of £500 were worth £36,394.22 (net) on 28th May 2024, rather than the £35,000 she has deposited. To see the past 5 years of MyMap 3 results see below.
|
Fund |
Inception date |
2023 |
2022 |
2021 |
2020 |
2019 |
|
MyMap 3 |
28/5/2019 |
6.4% |
-10.7% |
3.2% |
7.2% |
4.1% |
Risk: The figures shown relate to past performance. Past performance is not a reliable indicator of current or future results and should not be the sole factor of consideration when selecting a product or strategy.
Fund
Inception date
2023
YTD
2022
YTD
2021
YTD
2020
YTD
2019
MyMap 4
(accumulating) D share class
28/5/2019
9.2%
-12.0%
8.0%
9.6%
6.3%
Risk: The figures shown relate to past performance. Past performance is not a reliable indicator of current or future results and should not be the sole factor of consideration when selecting a product or strategy.