What’s the Value of Remaining Invested?

Posted by rachaelbean on Monday 12th of February 2018.

The value of pensions and investments and the income they produce can fall as well as rise, you may get back less than you invested.

So much news and information is broadcast every day on financial markets and investments that it can make you feel as though it’s never the right time to invest, or remain invested.

Intrinsic carried out a useful statistical comparison that delivered clear results. The comparison took data from investors using Intrinsic’s most popular diversified fund over a period that included significant market fluctuations and negative media coverage. It shows the returns for investors who stayed invested throughout compared to the returns for investors who felt they should sell and missed out on the best month, five best months and ten best months.

Here are the results, showing the collective value of investments:

This bar chart illustrates the risk of being worse off if you try to second-guess the market by buying and selling rather than remaining invested.

Seeking professional advice significantly improves your chances of remaining invested and enjoying the rewards – as many of our clients have done. Contact us to arrange to speak to one of our professional advisers.

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