Dec 7, 2016 | Investment Advice

Investment FAQ – How is Investment Performance Determined?

It is vital that investors understand the interplay between fees and investment returns. Investment returns should always be calculated net of fees paid. Furthermore, fees should be considered within the context of the investment returns delivered.

Good advice is rarely cheap, but will often pay outsized returns to investors given the compound nature of long-term investment returns. It is often rightly said that ‘past investment returns are no guarantee of future returns’, but an investment managers credentials can be gleaned by their past performance relative to a respective asset class benchmark such as the ASX200 Accumulation index.

Investment Rules: What are the 3 Back to Basic rules? from Prime Financial Group on Vimeo.

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Disclaimer: This information has been prepared by Primestock Securities Limited ABN 67 089 676 068, AFSL 239180 (“Prime”). Prime accepts no obligation to correct or update the information or opinions in it. This information does not take into account your objectives, financial situation or needs. Before acting on this information, you should consider whether it is appropriate to your situation. It is recommended that you obtain financial, legal and taxation advice before making any financial investment decision. Prime is bound by the Australian Privacy Principles for the handling of personal information.


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