Lessons from history

The achievement of your financial objectives largely depends on the structure of your portfolio.

The balance between investments which can provide capital growth (such as shares) and those more orientated toward investment income (such as fixed interest and cash) is crucial.

It’s a valuable exercise to look back and take note of the lessons learnt in the past.

Discover the main asset classes, what makes returns vary from year to year and what history can teach us.


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