Classic Investment Portfolios & Returns
Our Classic Investment Portfolios reflect our recommended investment approach, which is based on decades of academic evidence.
Here are some of the key aspects of our preferred investment approach:
Markets work but are unpredictable – it’s very difficult to pick which markets will outperform others from year to year;
Don’t put all your eggs in one basket - diversify across share and fixed income markets, countries and individual securities to reduce risk;
Adopt a long-term strategy you can stick with through thick and thin;
Tilt your investments toward parts of the financial markets that outperform over long periods, such as value shares;
Keep fees and other costs low.
We have nine classic model investment portfolios. Here are three examples of our classic model investment portfolios:
