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Writer's pictureAven

Smartie Box June 2024

The Smartie Box shows returns of different asset classes over varying periods of time.


The importance as to why having a balanced portfolio with varying asset classes is important to assist in achieving desired growth.

Deciding the appropriate mix of asset classes to suite an individuals investment objectives and risk profile, and staying the course, will invariably result in better outcomes over the long term than trying to anticipate performances of asset classes from year to year.


Year To Date returns are looking quite similar to the previous year.





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