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Timeless investing toolkit

Many advisers have told us that their primary role is to help their clients stay focused on their long-term goals. Specifically, helping clients resist the temptation to switch strategies in times of market volatility.

We have assembled the following presentation to help you put a range of investment themes into perspective for your client and ensure they stay on course with the strategy in place to meet their financial and personal goals.

 

Timeless Investing Toolkit

This presentation will help guide your clients through:

Download individual sections of presentation

  Investing for the long-term Diversification & managing risk Managing volatility Investing for income

Time is on your side

CHART: Investors who endured in shares during the GFC achieved better long-term returns than those who switched to cash


Yes
 
Yes

Yes

Shares pass the test of time in Australia

CHART: The good years have outnumbered the bad in Australian share market since 1981


Yes
 
Yes

Yes

Shares pass the test of time in the US

CHART: The good years have outnumbered the bad in the US share market since 1981


Yes
 
Yes

Yes

Dividends deliver stable income

CHART: Shares provide an opportunity for long-term income and growth


Yes
 
Yes

Yes

Long-term investors ride the ups and downs

CHART: How the market has reacted to major financial events since 1987


Yes

Yes

Yes

Yes

Remembering the crash of 1987

CHART: The impact and recovery of markets during the crash of 1987


Yes
 
Yes

Yes

The global technology and credit market bubbles

CHART: The performance of global shares, 1987 - 2016


Yes
 
Yes

Yes

Time in the market helps manage risk

CHART: Returns of international share markets, 1996 - 2016


Yes

Yes
   

Why most investors fail (and how not to join them)

CHART: The average US investor fails to time markets and underperforms the S&P index


Yes
     

The Chaser

TABLE: What would ‘The Chaser’ get if they invested in the previous year’s highest performing asset classes?


Yes

Yes

Yes
 

Missing the worst days – can you do this?

CHART: The impact on returns if an investor manages to avoid the worst days versus staying invested


Yes
 
Yes
 

Missing the best days destroys returns

CHART: The impact on returns if an investor misses the best days versus staying invested


Yes
 
Yes
 

History never repeats – How are fund managers performing?

TABLE: The performance of fund managers from 2002 onwards


Yes

Yes

Yes
 

Top managers enjoy their time in the sun

CHART: The number of fund managers who stayed in the Top 20 performers since 2002


Yes

Yes

Yes
 

It pays to get started early

CASE STUDY: The impact of investing $20,000 sooner rather than later


Yes
 
Yes
 

How super makes your money go further

CHART: Growth in ordinary savings versus growth in superannuation over 5, 10 and 20 year periods


Yes
     
 

Important note: While every care has been taken in the preparation of this article, AMP Capital Investors Limited (ABN 59 001 777 591, AFSL 232497) and AMP Capital Funds Management Limited (ABN 15 159 557 721, AFSL 426455) makes no representations or warranties as to the accuracy or completeness of any statement in it including, without limitation, any forecasts. Past performance is not a reliable indicator of future performance. This article has been prepared for the purpose of providing general information, without taking account of any particular investor’s objectives, financial situation or needs. An investor should, before making any investment decisions, consider the appropriateness of the information in this article, and seek professional advice, having regard to the investor’s objectives, financial situation and needs.