Early Isa investment leads to higher returns

clock

Investing in an Isa at the start of the tax year rather than at the end, would have produced higher ...

Investing in an Isa at the start of the tax year rather than at the end, would have produced higher returns than deposit accounts in two out of every three years for the last 21 tax years. Research from Threadneedle calculates the differences in assets that are accumulated by early and late investors putting £7,000 into Peps and Isas in the global growth sector over the last five years. In the most extreme example the early investor, would have assets of £50,241 on 3 March, 2000, compared to £45,273 for investors who left their investments as late as possible. Richard Eats, communications...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Equities

Webinar: What's next for equities?

Webinar: What's next for equities?

How can investors navigate the impact of tariffs and a rapidly changing global economy?

Investment Week
clock 08 May 2025 • 1 min read
Investment, Talks Webinar: Changing global patterns can bring new opportunities

Investment, Talks Webinar: Changing global patterns can bring new opportunities

Join Investment Week and Capital Group on the 22nd May at 11am

Hardeep Tawakley
clock 29 April 2025 • 1 min read
UK equities bleed £1.2bn in March while North American peers enjoy best month in a year

UK equities bleed £1.2bn in March while North American peers enjoy best month in a year

Ahead of Trump’s April tariffs

Sorin Dojan
clock 08 April 2025 • 2 min read
Trustpilot