Your Independent Banking Partner
Responsible Investing
Consistent returns in volatile periods
Historically, global stock markets have provided average annual returns ranging from 7% to 10% after adjusting for inflation before cost. However, these returns can vary significantly depending on factors such as the country's economic growth, geopolitical events, market volatility, and periods of recession or expansion.
It's important to note that past performance is not indicative of future results. While long-term historical averages can provide a useful guide, they do not guarantee future returns. Additionally, investing in stocks carries inherent risks, including the risk of loss of principal.
| Type | Inflation | Return after cost | Total Net Return | Risk | Potential Drawdown |
|---|---|---|---|---|---|
| Share Portfolio Average | 6% | 7% | 13% | Very High Risk | 20% - 50% |
| Best Guaranteed Rate | 6% | 7.07% | 13.07% | Very Low Risk | 0% |
Anything above 13% (Global Shares Average Return) means you are speculating. This is where an investor believe one stock will perform better than the average to achieve above average returns for the portfolio.
Submit your request
Sign up to our newsletter
Blog
