Saunderson House wealth accumulation balanced model portfolio (one and five Years to March 2014)

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2 June 2014


The following bulletin outlines the wealth accumulation balanced model portfolio for both one and five years to the end of March 2014. The note discusses how increased allocations to equities drives a return of 8.3% over 12 months for the Saunderson House Model Portfolio, as well as how the focus on long-term value opportunities delivers a five year return of 12.4% per annum.

Read the bulletin here.



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