Current Investment Update
In our 2024 Investment Update – Quarter 4, we share that performance over the past 12 months has been very good, with all of our AIT model portfolios showing a gain of over 10% and those with higher equity content offering a 20% return. You would have to go back to August 2023 to find a 12-month rolling period where any AIT portfolio provided a negative return. These returns have been possible thanks to 3 golden rules of investing.
The first is Diversification, where we look to spread invested money across many sectors, economies and geographical locations, in a range of asset classes, with a strategy to make competent returns year after year.
The second is Ongoing Management, where a team of experienced professionals keep an eye on recommended funds and shares to ensure they continue to keep pace with their benchmarks and if they lag then we assess why and potentially recommend changes.
Our third golden rule is of particular importance at the moment, and that is ‘time in the market, not timing the
market’.
To continue reading, fill in your email address and we’ll happily send you the PDF file of the Aisa International 2024 Investment Update – Quarter 4.
