Invest for the future

We all have long-term goals and aspirations but getting there can be a struggle. Savings may feel safe but the value of our money is under pressure from inflation. It may be squirreled away but is it truly growing? Investing is not without risks, but through it people have more potential to build more.  

Many considering investing can feel uncertain about this step. We all know how a bank account works but investing can feel complex and foreign. Geopolitical events, such as what is happening today, can make this feel even more uncertain. However, history shows us that stock markets bounce back and over the long-term, events such as those we see today become more muted. 

Just look at the past 20 years. Over that time frame we have experienced a global financial crisis, rising interest rates, a pandemic, Russia/Ukraine war and US tariffs. And yet £10,000 invested in global equities (the MSCI World index) in March 2006 would be worth around £60,000 by March 2026. Cash (Bank of England rate) would have turned that £10,000 into around £15,000 over the same time frame. 

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. 

Source: FE fundinfo. Data from 31/03/2006 to 31/03/2026.

Please be aware past performance is not indicative of future performance. Please note it is not possible to invest directly into the Indices shown and the figures do not take into account any charges applicable to the appropriate investment wrapper or any relevant tax charges.

Certain information contained herein, including without limitation text, data, graphs, charts (collectively, the “Information”) is the copyrighted, trade secret, trademarked and/or proprietary property of MSCI Inc. or its subsidiaries (collectively, “MSCI”), or MSCI’s licensors, direct or indirect suppliers or any third party involved in making or compiling any Information (collectively, with MSCI, the “Information Providers”), is provided for informational purposes only, and may not be modified, reverse-engineered, reproduced, resold or redisseminated in whole or in part, without prior written consent.

BLOOMBERG®” and the Bloomberg indices listed herein (the “Indices”) are service marks of Bloomberg Finance L.P. and its affiliates, including Bloomberg Index Services Limited (“BISL”), the administrator of the Indices (collectively, “Bloomberg”) and have been licensed for use for certain purposes by the distributor hereof (the “Licensee”). Bloomberg is not affiliated with Licensee, and Bloomberg does not approve, endorse, review, or recommend the financial products named herein (the “Products”). Bloomberg does not guarantee the timeliness, accuracy, or completeness of any data or information relating to the Products.

If you are considering taking the next step and investing read more useful guidance here.
 

Our Partnership approach brings together the personal commitment of a dedicated, highly qualified adviser with the financial strength and depth of expertise of a FTSE 100 business. It’s a model built on relationships - accessible, collaborative and enduring.

Clients value the confidence that can come from tailored guidance, robust strategies and consistent oversight. Our advisers help them to manage their pensions and legacy - offering support in navigating global market shifts, making the most of tax allowances, or identify opportunities that are hard to find alone.

More than simply managing wealth, we help clients plan with clarity and purpose so they can enjoy life and stay prepared for whatever comes next.