The following chart highlights which asset classes have produced stronger or weaker returns over a particular year. This shows the need to constantly monitor and review allocations.
Best| 1999 | 2000 | 2001 | 2002 | 2003 | 2004 | 2005 | 2006 | 2007 | 2008 |
|---|---|---|---|---|---|---|---|---|---|
Global equities
Commodities
Hedge funds
UK equities
UK property
Cash (sterling)
UK bonds
Global bonds
Source: T. Bailey, Lipper Hindsight. Sterling terms.
Over the long-term different asset classes enjoy periods of both strong and weak relative performance - for long-term investments it is important to retain flexibility to adjust asset allocation
Websites are all very well, but sometimes only a very knowledgeable human will do. Please leave your details, and we’ll call you back.
Request call backThe value of your investment and the income derived from it can go down as well as up, and you may not get back the money you invested. When investing in retail unit classes, capital appreciation will be affected by the impact of initial charges and you should therefore view your investment as a medium to long-term holding.