Why cashing out could mean missing out

Page 1

Why cashing out could mean missing out JUNE 2020

Switching to cash vs. waiting it out 80.0%

Market volatility can be nerve-wracking, especially when large crashes occur.

Investor A remains invested

Investor B

Discover more of our insights

0.0%

Click here

Market hits a low

Let’s go back to 2009 as an example, and the approach of two different investors.

Investor B switches to cash

Reinvests in the same fund 12 months later

19 20

18

Investor B switches to cash

/0

9/

Please note:

21

21

/0

9/

20

17 21

/0

9/

20

16 21

/0

9/

20

15 21

/0

9/

20

14 21

/0

9/

20

13 21

/0

9/

20

12 21

/0

9/

20

11 21

/0

9/

20

10 21

/0

9/

20

09 21

/0

9/

20

08 20 9/ /0 21

9/

20

07

-20.0%

/0

Timing the market is hard. No one has the answers when it comes to the current crisis. But we do know what happened in the last one.

20.0%

Market hits another low

Looking at this in pounds and pence, if both investors started with a £100,000 investment, Investor A, as at the 9 June 2020, would have £169,600 and Investor B would have £116,500, a difference of over £53,000 solely down to staying invested. Investor A: 7IM Balanced Fund C Acc in GB cumulative Investor B: 7IM Balanced Fund C Acc, moved to cash from 01/03/2009 for 12 months and again from 23/03/2020 Total Return in GB cumulative Source: FE Fund Info 2020. September 2007 to June 2020.

Percentage growth

7IM Balanced C Acc in GB 7IM Balanced Fund moved to cash from 01/03/2009 for 12 months and again 23/03/2020 TR in GB cumulative

We don’t know what is coming next. No one does. But one of the keys to managing money in times of great uncertainty is to keep our emotions in check. We are longterm investors, committed to our long-term goals and objectives. We stand by our belief that a well-diversified portfolio is key.

Difference, reaching 53% at widest point

21

And for how long? When are things going to improve? When do you feel comfortable to go back in?

Investor A

40.0%

Percentage change

But when? Are we about to see a bounce back, or is there still a long way down?

Investor A remains invested

60.0%

While some may be excited by the chance to find a rare opportunity, most investors are more concerned about steadying the boat and minimising their losses. A move to cash in that situation sounds safe and familiar.

Benefits from growth as market takes an upturn

31/03/2019 to 31/03/2020

31/03/2018 to 31/03/2019

31/03/2017 to 31/03/2018

31/03/2016 to 31/03/2017

31/03/2015 to 31/03/2016

31/03/2014 to 31/03/2015

31/03/2013 to 31/03/2014

31/03/2012 to 31/03/2013

31/03/2011 to 31/03/2012

31/03/2010 to 31/03/2011

-7.61

-0.1

1.16

14.35

-7.12

12.76

5.64

10.66

-0.8

5.55

-12.38

-0.1

1.16

14.35

-7.12

12.76

5.64

10.66

-0.8

5.55

Seven Investment Management LLP is authorised and regulated by the Financial Conduct Authority, the Jersey Financial Services Commission and the Guernsey Financial Services Commission. Member of the London Stock Exchange. Registered office: 55 Bishopsgate, London EC2N 3AS. Registered in England and Wales number OC378740.

The performance for Investor A is the actual past performance of the 7IM Balanced Fund. The performance for Investor B is simulated past performance using both cash and the 7IM Balanced Fund. Neither simulated nor actual past performance is a guide to future performance. This document is not intended as a recommendation or financial advice. You should be aware that the value of investments may go up and down and you may receive back less than you invested originally. Investment in these funds is not suitable for everybody; please consult a financial adviser before making a decision to invest. The specific details of the funds including investment policy, charges and the particular risks associated with the funds are explained in the Key Investor Information Documentation (KIIDs) – these are available via the 7IM website or your financial adviser.


Turn static files into dynamic content formats.

Create a flipbook
Issuu converts static files into: digital portfolios, online yearbooks, online catalogs, digital photo albums and more. Sign up and create your flipbook.