At Nelson Life we recommend that you are prepared to invest for longer term, for a non capital secure investment that means a minimum term of 7 to 10 years.

The above chart is based upon a medium risk investment fund and depicts the experience of an investor with a 7 year time horizon - going back to the mid 1970's.

What does this tell us?

Yes, there is a possibility that you may make a loss - circa 9.00% of 7 year periods in the above interval would yield a loss in capital.

However, the data does suggest that a longer term investor has a much higher probability of making a positive return on their investment or pension, even if they are invested into a medium risk investment fund.

Want to know more? We are available to discuss your options, and we look forward to hearing from you.

Our job is to help you choose a product and structure that will help you meet your goals.

telephone | 091441188 and/or email | office@nelsonlife.ie

RETIREMENT & PENSIONS |  INVESTMENTS | FINANCIAL PLANNING | LIFE INSURANCE

Nelson Life Limited trading as Nelson Life is regulated by the Central Bank of Ireland.

WARNING: Past performance is not a reliable guide to future performance. WARNING: The value of your investment may go down as well as up. WARNING: You may lose some or all of the money you invest. WARNING: These funds may be affected by changes in currency exchange rates. WARNING: If you invest into this product you will have access until you retire (Pension Products). WARNING: The above content does not constitute investment advice, as it does not take into account the investment objectives, knowledge and experience of financial situation of any particular person. Prospective investors are advised to make their own assessment of the information contained herein and to obtain professional advice suitable to their own individual circumstances. WARNING: The information contained in this document is based on our understanding of current tax legislation and the current Revenue Commissioners interpretation thereof and is subject to change including retrospectively without notice. This is intended as a general guide only and is not a substitute for professional tax, legal and investment advice. 

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