Revealing my 5yr Investment Returns (benchmarks) - How do yours compare?
James Shack James Shack
164K subscribers
41,041 views
0

 Published On Jun 26, 2023

Working out whether your pension fund has performed well or not can be challenging. In this video, I show you the benchmarks I like to use to track performance so you can compare them with your own.

Always keep in mind that past performance - although interesting to look at - does not tell us much about how investments may perform in the future.

Benchmark Performance Figures & Guide
https://bit.ly/3pkgpVP

Financial Planning
I am a Chartered Wealth Manager and Partner in a financial planning practice based in the UK. If you would like to find out more about our services, please follow this link: https://go.novawm.com/getintouch


DISCLAIMER:
This channel is for education purposes only and does not constitute financial advice. Any opinions or assessments expressed are James’ own opinions or assessments, which are not affiliated with any third party. Any representations stated as facts or views based on such facts are relevant to circumstances applicable at the time of publication. This information should never be relied solely upon to make decisions, and James accepts no liability for any investment actions undertaken by viewers. Please seek regulated financial advice or an advisor if you require assistance. The value of an investment and the income from it can go down as well as up and investors may not get back the amount invested.


James Shack™ property of James Shackell
Copyright © James Shackell 2023. All rights reserved.
The author asserts their moral right under the Copyright, Designs and Patents Act 1988 to be identified as the author of this channel and any video published on it.

show more

Share/Embed