Do You Know The Annual Average Return for the S&P 500*?

*The S&P 500, or simply the S&P, is a stock market index that measures the stock performance of 500 large companies listed on stock exchanges in the United States. It is one of the most commonly followed equity indices, and many consider it to be one of the best representations of the U.S. stock market
The S&P 500 Index originally began in 1926 as the "Composite Index" comprised of only 90 stocks. According to historical records, the average annual return since its inception in 1926 through 2018 is approximately 10% - 11% per annum.
Due to the current crisis caused by Covid-19, the S&P 500 has dropped some 25% due to fear and uncertainty, but this negativity will not continue forever. Therefore, we believe it represents a great opportunity for investors over the medium to long term.
What better way to capture this potential growth than by setting up a regular savings plan that invests into this index.
But if the volatility makes you a little nervous, then what if the plan also had a capital guarantee?

With Investors Trust (, you can now set up a capital guaranteed regular savings plan that invests directly into the S&P 500. The 3 variants of the plan are as follows:

  • 10 Years 100% Guaranteed Return

  • 15 Years 140% Guaranteed Return

  • 20 Years 160% Guaranteed Return

Let's Highlight Some of the Benefits...

Dollar Cost Averaging

because you are investing on a monthly basis, you are spreading out your overall
investment so you are not buying at a high point for a prolonged period. This reduces the impact of any volatility.

Ability to Pre- Fund

with this particular savings plan, you have the ability to pre-fund the policy by up to 3 years in each year. You could therefore take advantage of the currently cheap markets.

Markets are currently heavily discounted from their highs.

Great time to buy!

For more information or if you would like to start a new plan, please contact your advisor or send an email to:

Special Offer

Don’t forget, that as a thank you from Astra Group, for anyone who sets up a new plan in the next quarter (April 1st to June 1 st), we will give you a 12 month subscription to Netflix or a $100 voucher for Amazon.