29 Jan 2019
Asset Class Returns: The last 38 years…
- Posted by Dejan Pekic BCom DipFP CFP GAICD, Senior Financial Planner
Morning all and what a sour end to 2018 for clients having a biased allocation to growth assets.
The returns have been low and the year ending 31 December 2018 resulted in a defensive asset class (specifically Australian fixed interest) finishing highest followed by property (meaning Australian listed property).
This is the first time in 7 years that a defensive asset class has ended the calendar year with the highest return figure and the first time in 7 years that Australian shares have delivered a negative performance.
WARNING, past performance is no guarantee of future performance and these index return figures do not reflect the ability of top professional investment management teams to outperform their respective index/benchmark. Most importantly, the above does not constitute Personal Advice.
Please also note that these figures do not show the opportunity for a client to buy low and add to their investment holding when an asset class is out of favour which in turn will accelerate the rate of return well above the index performance.
Click for index returns.
At Newealth we are always looking to support and promote our clients wherever possible and if you have any ideas or comments, please feel free to email me or to call me on +61 2 9267 2322.