A philosophy based on scientific research

At Bluefin we believe that consistent reliable growth comes through long-term investing.

The chart below shows how an initial investment of £1,000 in 1990 would have grown by more than 300% over the next ten years to around £4,400. But despite obvious turbulence and significant drops over the subsequent decade those who stayed invested would have grown their original investment by more than six times, to around £6,100. Even when investing in 2000, the value would have seen an increase of 72% by the end of last year.

Returns on an investment of £1,000 over the past 20 years

returns on an investment of £1,000 over the past 20 years

FTSE All share TR GBO (Mkt Rtn, GBP, Pre-Tax) £5,97K

IMA OE £ Corporate Bond £3.79K

UK Savings 2500+Invt NR (GBP, Perf) £1.62K

UK RPI (GBP, Perf, Oldest) £1.74K

26 Oct 1990 to 25 Oct 2010 (Data provided by Morningstar)

In fact, one study shows that if you had invested £1,000 on 1 January 1986 in the FTSE All Shares UK Index, this would have grown to £9,580 by 31 December 2009. But if you had missed the single best day during that period, your investment would have grown to only £8,230. That’s why ‘today’ is always the best day to start investing and from which to stay invested – it means you don’t miss the best days or weeks in the future.

I was so pleased with the results achieved by Bluefin that they now manage our offshore trust. It has also meant that I was also able to start the new business I had always dreamed of.

MR HENDERSON
Bluefin Client


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