Market Briefing – Investment outcomes and investment performance

Welcome to our latest issue of our Market Briefing. In this issue, we review what the essential differences are between investment performance and investment outcomes, and why clients should be aware of these.

When discussing investing, two terms often arise that can seem interchangeable: ‘Investment outcomes’ and ‘investment performance’. While they are related, they refer to different aspects of the investment process. Understanding the distinction between the two is crucial for investors looking to make informed decisions and evaluate their portfolios accurately, in line with their individual goals.

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To learn more about how our financial planners can help you stay on track to your long-term retirement goals, whatever life throws at you, email us at advise-me@fosterdenovo.com or call us on 0330 332 7866.

Foster Denovo Limited is authorised and regulated by the Financial Conduct Authority.

Past performance is not a reliable indicator of future performance.

The value of your investments (and any income from them) can go down as well as up and you may not get back the full amount you invested.

Foster Denovo Private Wealth is a trading name of Foster Denovo Limited, which is authorised and regulated by the Financial Conduct Authority Registration No: 462728.