In order to calculate projected values for our 3 different scenarios we take data from all investment plans for the past 5 years, and use financial models to forecast their future behaviour in 3 possible outcomes:
Projected Value: Projected Value reflects the midpoint of a range of potential outcomes.
Outperforming: The top 10% of potential outcomes assuming a better than expected market performance.
Underperforming: The bottom 10% of potential outcomes assuming a worse than expected market performance.
Lower risk plans tend to have lower differences between the 3 projected scenarios, while higher risk plans tend to have wider differences. All projected values should be viewed as forecasts and not as a reliable indicator of future performance. If you want to know more please email us at firstname.lastname@example.org