Timeless investing toolkit

Advisers' 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:

> What to expect from investments

> Managing risk

> Why most investors fail

> Getting started

Download individual sections of the presentation

Climbing the risk ladder

CHART: The higher you climb on the risk/return ladder, the greater the risk taken to achieve a higher potential return.


Shares pass the test of time in Australia

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


Shares pass the test of time in the US

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


Dividends deliver stable income

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


Long-term investors ride the ups and downs

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


Market bubbles

CHART: The performance of global shares, 1987 - 2018


Time in the market helps manage risk

CHART: Returns of international share markets, 1996 - 2018


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


Missing the best days destroys returns

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


Important notes

While every care has been taken in the preparation of this information contained in this website, neither AMP Capital Investors Limited (ABN 59 001 777 591)(AFSL 232497) nor any member of the AMP Group make any representation or warranty as to the accuracy or completeness of any statement in it including without limitation, any forecasts. This content has been prepared for the purpose of providing general information only, without taking account of any particular investor’s objectives, financial situation or needs. Investors should, before making any investment decisions, consider the appropriateness of the information on this website, and seek professional advice, having regard to their objectives, financial situation and needs. Content sourced from Cuffelinks and Livewire does not represent the views of AMP Capital or any member of the AMP Group. All information on this website is subject to change without notice. This content is not intended for distribution or use in any jurisdiction where it would be contrary to applicable laws, regulations or directives and does not constitute a recommendation, offer, solicitation or invitation to invest.

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