Newsletter Issue: 1
February 2008

Did You Know?

The 52nd annual Barclays Equity and Gilt Study (2007, a study of the historical performance of equities, shows that over 20 year periods the return from equities has always been greater than for either gilts or cash (with dividends reinvested. Short term, the study showed that equities held for two years outperformed cash in 71 out of 107 periods.

However, if the holding period was extended to 10 years, equities outperformed 93% of the time. As is always the case, past performance is not a guarantee of future performance but it does illustrate why the experts tell us equities are best for long term investment.