LIABILITIES RISK ILLUSTRATOR

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Insight Investment Liabilities risk illustrator - 12 KB

See how changes to interest rates and inflation could impact the value of your pension fund liabilities

Use our liabilities risk illustrator to see how changes in long-term interest rates and inflation could affect your portfolio.

Just enter the requested information below and we’ll provide an indication of the impact.

UNDERSTAND THE IMPACT OF INFLATION AND INTEREST RATE MOVEMENTS

Key information

Liabilities stress test

Duration:

0
30 years

Change in interest rates:

-2%
+2%

Percentage inflation-linked:

0%
100%

Change in inflation:

-2%
+2%

The Liabilities Risk Illustrator is indicative only and uses several simplifying assumptions. Liability values will alter over time and the Illustrator does not reflect all the particular liabilities of an individual pension scheme. Please note that the upper and lower limits of the liabilities stress tests in the Illustrator are for demonstration purposes only and do not reflect Insight's view on maximum or minimum changes in long-term interest rates/inflation expectations.

The value of investments and any cash flows from them will fluctuate and are not guaranteed (this may be partly due to exchange rate fluctuations). Investors may not get back the full amount invested.