Saunderson House wealth accumulation balanced model portfolio (1, 3, 5 and 10 Years to March 2015)

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15 May 2015


Saunderson House200The following bulletin outlines the wealth accumulation balanced model portfolio for 1, 3, 5 and 10 years to the end of March 2015.

Ten years ago Saunderson House documented their investment process and began to measure its effectiveness through the monitoring of model portfolio returns. They now have 10 years of model portfolio data and believe that the performance achieved over this time is testament to the simplicity, as well as the rigour and resilience of their investment approach.

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