29 Jan 2024
Asset Class Returns: The last 43 years…
- Posted by Dejan Pekic BCom DipFP CFP GAICD, Senior Financial Planner
A big welcome to 2024.
The numbers are in for calendar year ending 31 December 2023 and growth assets have won the day.
Specifically, international listed companies topped the chart with double digit returns followed by Australian listed property in second place.
Click for index returns.
Please note that the numbers for 2023 do not reflect the opportunity to buy low and add to an investment holding when an asset class is out of favour which in turn accelerates the rate of return well above the index performance.
Our business is based on referrals, so if you have family, friends or colleagues that want advice please ask them to contact us.
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.
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.