28 Jan 2020
Asset Class Returns: The last 39 years…
- Posted by Dejan Pekic BCom DipFP CFP GAICD, Senior Financial Planner
A good morning to you all and what an exciting end to 2019 for clients having a biased allocation to growth assets.
Growth asset returns have been double digit for the year ending 31 December 2019 with international listed companies finishing highest followed by Australian listed companies.
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.