Saunderson House wealth accumulation balanced model portfolio (1 and 5 years to to September 2014)

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3 November 2014

The following bulletin outlines the wealth accumulation balanced model portfolio for both one and five years to the end of September 2014.

The note discusses how a value driven investment process has delivered a return of 8% p.a. over five years, and looks at the Saunderson House Investment Philosophy and Process in more detail.

See here for the full note.


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