The Bettr Blog

2012 – The Year It Didn’t Happen

Jan 31, 2013 | Financial Industry

[vc_row row_type=”row” use_row_as_full_screen_section=”no” type=”full_width” anchor=”” in_content_menu=”” content_menu_title=”” icon_pack=”font_awesome” content_menu_fa_icon=”” content_menu_fe_icon=”arrow_back” text_align=”left” video=”” video_overlay=”” video_overlay_image=”” video_webm=”” video_mp4=”” video_ogv=”” video_image=”” background_image=”” pattern_background=”” section_height=”” parallax_speed=”” background_color=”” border_color=”” side_padding=”” padding_top=”” padding_bottom=”” color=”” hover_color=”” more_button_label=”” less_button_label=”” button_position=”” css_animation=”” transition_delay=””][vc_column width=”1/1″][vc_column_text]Judging by last year’s financial headlines, investors would have spent much of their time anxiously awaiting one financial calamity after another that failed to materialise. The euro zone did not fall apart. China’s economy and stock market did not crash. The bond market did not implode.

Instead, our belief that consistently owning a share of the world’s businesses will prove worthwhile was borne out with UK Smaller and UK Value Company shares delivering returns of 30.69% and 21.91% respectively. Indeed out of the forty-five global stock markets tracked by MSCI, only three posted negative results in local currency (Chile, Israel, and Morocco), with Turkey leading the pack at 55.8%.

Conversely your best performers in 2011 UK Conventional and Index Linked (IL) Gilts were 2012’s poorest performing asset classes with Gilts fractionally down in value and IL Gilts posting a small gain.

As is so often the case, the rewards offered by the world’s capital markets are worth sticking around for but crucially require a combination of investor discipline and a detachment to what most of what the ‘financial press’ is saying.

(Source: Dimensional Fund Advisors/Trust Net)

Note: Past performance is no guide to future performance. You may not get back the orginal amount you invested.[/vc_column_text][/vc_column][/vc_row][vc_row row_type=”row” use_row_as_full_screen_section=”no” type=”full_width” anchor=”” in_content_menu=”” content_menu_title=”” icon_pack=”font_awesome” content_menu_fa_icon=”” content_menu_fe_icon=”arrow_back” text_align=”left” video=”” video_overlay=”” video_overlay_image=”” video_webm=”” video_mp4=”” video_ogv=”” video_image=”” background_image=”” pattern_background=”” section_height=”” parallax_speed=”” background_color=”” border_color=”” side_padding=”” padding_top=”” padding_bottom=”” color=”” hover_color=”” more_button_label=”” less_button_label=”” button_position=”” css_animation=”” transition_delay=””][vc_column width=”1/1″][vc_empty_space height=”32px”][/vc_column][/vc_row][vc_row row_type=”row” use_row_as_full_screen_section=”no” type=”full_width” anchor=”” in_content_menu=”” content_menu_title=”” icon_pack=”font_awesome” content_menu_fa_icon=”” content_menu_fe_icon=”arrow_back” text_align=”left” video=”” video_overlay=”” video_overlay_image=”” video_webm=”” video_mp4=”” video_ogv=”” video_image=”” background_image=”” pattern_background=”” section_height=”” parallax_speed=”” background_color=”” border_color=”” side_padding=”” padding_top=”” padding_bottom=”” color=”” hover_color=”” more_button_label=”” less_button_label=”” button_position=”” css_animation=”” transition_delay=””][vc_column width=”1/1″][vc_googleplus annotation=”bubble”][/vc_column][/vc_row][vc_row row_type=”row” use_row_as_full_screen_section=”no” type=”full_width” anchor=”” in_content_menu=”” content_menu_title=”” icon_pack=”font_awesome” content_menu_fa_icon=”” content_menu_fe_icon=”arrow_back” text_align=”left” video=”” video_overlay=”” video_overlay_image=”” video_webm=”” video_mp4=”” video_ogv=”” video_image=”” background_image=”” pattern_background=”” section_height=”” parallax_speed=”” background_color=”” border_color=”” side_padding=”” padding_top=”” padding_bottom=”” color=”” hover_color=”” more_button_label=”” less_button_label=”” button_position=”” css_animation=”” transition_delay=””][vc_column width=”1/1″][vc_tweetmeme type=”horizontal”][/vc_column][/vc_row][vc_row row_type=”row” use_row_as_full_screen_section=”no” type=”full_width” anchor=”” in_content_menu=”” content_menu_title=”” icon_pack=”font_awesome” content_menu_fa_icon=”” content_menu_fe_icon=”arrow_back” text_align=”left” video=”” video_overlay=”” video_overlay_image=”” video_webm=”” video_mp4=”” video_ogv=”” video_image=”” background_image=”” pattern_background=”” section_height=”” parallax_speed=”” background_color=”” border_color=”” side_padding=”” padding_top=”” padding_bottom=”” color=”” hover_color=”” more_button_label=”” less_button_label=”” button_position=”” css_animation=”” transition_delay=””][vc_column width=”1/1″][vc_facebook type=”standard”][/vc_column][/vc_row]

Disclaimer: This document is intended for informational purposes and no action should be taken or refrained from being taken as a consequence of it without consulting a suitably qualified and regulated person.  It does not constitute financial advice under the terms of the Financial Services and Markets Act 2000. It is not an offer to sell, or a solicitation of an offer to buy, the instruments described in this.

Investments involve risks. The investment return and principal value of an investment may fluctuate so that an investment, when redeemed, may be worth more or less than its original value. Past performance is not a guarantee of future results. There is no guarantee strategies will be successful.