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Asset class returns

The below table supplied by Liberty Life is a great illustration of the advantages of a balanced portfolio and shows the performance of different asset classes over differing calendar years.


The rolling returns illustrate the cumulative returns from the differing asset classes over different time periods (5, 10 and 15 years) and demonstrate that your higher risk asset classes such as equities have outperformed other asset classes over medium to long term investment periods.



December Callanreport 2021
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