- Investing
Robert Gardner explains why rear-view mirror comparisons are rarely like-for-like, and why having a consistent and robust process for decision-making is the key towards achieving your goals
Everyone has a view on whether an investment has succeeded or failed.
Very often they're basing that view on past performance vs another fund, with little knowledge of how the fund is managed and whether it's a fair comparison. It's very easy to create the message you want to deliver with past performance.
In this video Rob Gardner, Director of Investments at SJP, explains how the use of like-for-like comparisons for assessing fund performance can be misleading.
Putting your needs first has always been at the heart of what we do. We exist to give you the confidence you need to create the future you want. Your wealth, your way.
With our investment beliefs, we have a robust and clear framework to guide us, as we evolve our investment proposition now and in the future.
Speak to us for advice on using your investments to help you achieve your goals.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
Some of the products and investment structures documented within this article will not be available to our clients in Asia. For information on the funds that are available please get in touch.
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