Geekzone: technology news, blogs, forums
Guest
Welcome Guest.
You haven't logged in yet. If you don't have an account you can register now.
Please note this sub-forum does not provide professional finance advice. You should seek advice from a licensed financial advisor.

To post in this sub-forum you must have made 100 posts or have Trust status or have completed our ID Verification.

If investing please consider our affiliate link for new accounts: Sharesies.



Forums › Finance and wealth management › Kiwisaver - Returns to December 2023
ockel

2031 posts

Uber Geek
+1 received by user: 545


#311541 25-Jan-2024 15:21

Melville Jessop Weaver Investment Survey for the December quarter has been released.  

 

A link for any interested https://mjw.co.nz/wp-content/uploads/2024/01/MJW-Investment-Survey-Dec-2023.pdf 

 

And the Risk/Return graph for the 10 year period for judging your manager against all others in your appropriate risk class.  If there is a demand for the 5 yr graphs I'll post them.

 

 

 

Create new topic

This is a filtered page: currently showing replies marked as answers. Click here to see full discussion.

Jase2985
13731 posts

Uber Geek
+1 received by user: 6202

ID Verified
Lifetime subscriber

  #3186526 25-Jan-2024 18:47
Send private message

cshwone:

 

How do you read that graph. Yep I get the Y axis, but what does the x-axis actually mean and is it actually relevant?

 

 

X is how risky the investment is, given they are high growth they are more risky, and tend to be more volatile in their returns, sometimes having some good ups, but other times they might have some low or even negative returns. The closer to zero you get the more conservative you get where there is less year-on-year fluctuation but with that comes less returns.

 

What you have to remember is if you are young you are in it for the long haul so while you might have a year or 2 that are low return, look at the long term, which is what that graph is showing, which is the 10-year return which for the growth funds is anywhere from 6.5% to 10.5% per annum.

Create new topic








Geekzone Live »

Try automatic live updates from Geekzone directly in your browser, without refreshing the page, with Geekzone Live now.


Updates »

Are you subscribed to our RSS feed? You can download the latest headlines and summaries from our stories directly to your computer or smartphone by using a feed reader.








RSS feeds
Main feed
Forums feed
Copyright
©2002-2026 Geekzone®
Site features
Geekzone BI dashboard
Geekzone Badges
Geekzone Status Page

 

Site Information
Subscribe to Geekzone
Privacy Statement
Forum Usage Guidelines (FUG)
Advertising
Trademark and copyright