Update- Index Returns
The attached chart graphs the compound return of major assets classes over the past 30 financial years.
It would probably not come as any surprise that the top 3 spots are held by growth assets, specifically Australian shares, US shares and listed property.
However the volatility has been unrelenting over the whole 30 years and this has regularly provided clients with the opportunity to buy more during the crashes and add to their existing investment holding. The result, if the opportunities were taken would have been to accelerate the rate of return well above the index performance
The key missing index is for Australian residential property which for a substantial number of property owners has also done exceedingly well over the past 30 financial years.
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 via Contact Us or to call me on +61 2 9267 2322.
7th-August-2015 | 
