Asset class returns over 20 years
Market returns - 20 years for the major asset classes
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Past performance is not a reliable indicator of future performance
While every care has been taken in the preparation of this document, AMP Capital Investors Limited (ABN 59 001 777 591, AFSL 232497) and AMP Capital Funds Management Limited (ABN 15 159 557 721, AFSL 426455) make 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 document 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 document, and seek professional advice, having regard to the investor’s objectives, financial situation and needs. This document is solely for the use of the party to whom it is provided.
AMP Capital, Bloomberg. Australian equities: S&P/ASX 300 Accumulation Index (ASX All Ordinaries Accum Index to March 2000); Australian fixed income: UBSA Composite Bond Index; Australian cash: UBSA Bank Bill Index; Global fixed income: Barclays Capital Global Aggregate index (hedged $A) (JPM Global Government Bond (Hedged) ex-Aust prior to September 2002); International equities: MSCI World ex-Australia Index ($A unhedged); Australian REITs: S&P/ASX 300 A-REIT Index (ASX Property Accum Index to March 2000). Data as at 30 June 2015