Asset Class Returns You can find the results for the year ending 31 December 2009 in the attached table and once again growth assets which by definition are shares and property have delivered the highest calendar year return for 23 out of the last 29 years (ie. 79% of the time). In the end, Australian Shares were the clear winner in 2009 while Australian Fixed Interest (the previous years best performing asset class) delivered the worst result. Please remember that these figures do not show the ability of clients 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. 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 innovate and improve our ongoing services wherever possible and if you have any ideas or comments, please feel free to email me via ‘Contact Us’ at www.newealth.com.au or to call me on +61 2 9267 2322.
6th-March-2010 | 
