Quarterly Review Q1 2024 - Balanced Final - Flipbook - Page 13
How getting (and staying) invested makes a
big impact over time
The following chart shows how a £100,000 investment, growing at 6% per annum can generate
great results for you over time.
£ 35 0, 00 0
£320,714
£ 30 0, 00 0
£239,656
Portfolio value
£ 25 0, 00 0
£ 20 0, 00 0
£179,085
£ 15 0, 00 0
£133,823
£ 10 0, 00 0
£ 50 ,0 00
£0
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
Years
Time is your biggest ally, even if you start with a
modest investment amount. As you can see from the
chart, your portfolio grows at a relatively slow pace
early on but with the power of compounding taking
effect, the value of your portfolio accelerates quickly
through your 20-year investment period.
Embracing the extraordinary power of compound
growth is key to helping you live your best 昀椀nancial
life.
“The new first rule
of compounding:
Never interrupt it
unnecessarily.”
- Charlie Munger
If there are any investment topics that you would like us to feature in this section of the Quarterly
Report, we would love to hear from you at Marketing@YOU-Asset.co.uk
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