What type of investor are you?
Expected return figures are sourced from Sorted as at February 2024, and are before the effects of fees, taxes and inflation. Use the Sorted Investor Profiler tool to learn what your investor type is.
Aggressive
An aggressive investor can generally expect an 8.3% annual return*.
Click here to know more about ‘Aggressive’ investors.Growth
A growth investor can generally expect an 7.1% annual return*. Click here to know more about ‘Growth’ investors.
Balanced
A balanced investor can generally expect an 5.9% annual return*. Click here to know more about ‘Balanced’ investors.
Conservative
A conservative investor can generally expect an 4.5% annual return*. Click here to know more about ‘Conservative’ investors.
*The expected return figures from Sorted are not guaranteed, nor is any one investor type guaranteed to always perform better or worse than other investor types, particularly over the short-term. Each investor type’s expected return represents a long-term estimate of the return it can achieve based on the mix of assets it is invested in.