What factors can affect your returns?
Over short periods of time, the returns from most investments can fluctuate significantly. Returns can be affected by a number of factors including market volatility, company specific events, interest rates, economic cycles, political events and levels of economic growth (global and country specific). No one can be certain of the impact of these factors in the future and therefore no one can accurately predict the level of investment returns.
Past performance
Past performance information for each managed investment is generally available in the respective PDS. These are available on ClientView or from your adviser. It is important to remember that:
- past performance is no indication of future performance
- your investment is not guaranteed by the trustee (refer to the Frequently asked questions section for details on the Government guarantee on deposits) and
- the value of your investments can rise and fall.
Part A of the Avenue Retirement Service PDS