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Your FY22 investment returns are in, but do they really matter? Yes, but not as much as you think…
The media gets overly hysterical reporting the previous 12 month returns of super funds and fund providers. Similarly, clients can get fixated on their 12-month portfolio returns.
Whilst annual reviews are important for many reasons, I recommend that you review portfolio performance in 3-5 year blocks. If nothing more than a box ticking exercise, you can at least say that you’ve done your due diligence to ensure your overall objectives are being met.