Latest News from Newealth

Asset Class Returns: The last 44 years…

• Posted by Dejan Pekic BCom DipFP CFP GAICD, Senior Financial Planner

Welcome to 2025.

The numbers are in for calendar year ending 31 December 2024 and growth assets have won the day.

Once again international listed companies toped the chart followed by Australian listed property for the second year in a row.

Click for index returns.

Please note that the numbers for 2024 do not reflect the opportunity to buy low and add to an investment holding when an asset class is out of favour which in turn accelerates the rate of return well above the index performance.

WARNING, past performance is no guarantee of future performance and these index return figures do not reflect the ability of top professional investment management teams to outperform their respective index/benchmark. Most importantly, the above does not constitute Personal Advice.

Our business is based on referrals, so if you have family, friends or colleagues that want advice please ask them to contact us.

At Newealth we are always looking to support and promote our clients wherever possible and if you have any ideas or comments, please feel free to email me or to call me on +61 2 9267 2322.