Case Studies

A Richer Journey

Why Purchase Equities and Bonds?

Data compiled from Morningstar and HSBC Global Asset management supports the historical trend of equities and bonds outperforming cash as an asset class.

Achievable income from Fixed Deposit has dropped in recent years due to interest rates being cut in the wake of financial crisis. Hence, it is challenging to generate healthy income by parking all your investments in Fixed Deposit.

Sources: Morningstar, HSBC Global Asset Management, data as of, 31 December 2018

The asset allocation mix based on the UK market shows the average returns from equity asset class to have the highest average of 7.7% annually between 2004 and 2017 compared to other asset classes. The next best performer was real estate, followed by government bonds at 2.7% and cash at 2.2%

Sources: A Wealth of Common Sense, Updating my favourite performance chart for 2018, 8 January 2019

It is clear from the above case studies that equities carry the highest returns. Jarvis Ventures invests in direct high growth company equity acquisitions or through our partners.
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Investment case studies