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

Print This Post

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.



Associate News is provided by Legal Futures Associates.
Find out about becoming an Associate



Legal Futures Blog

Looking for new answers in PI

Ken Fowlie

It might be a New Year with a new justice secretary, but there’s work to do if 2018 isn’t going to result in the same old story when it comes to legal reform. In recent times the personal injury sector has been hit by a battery of changes, and all-too often our response has been unclear or even apologetic. Yet the cumulative impact on our firms and especially on those we seek to assist has been obvious. It is time we learned from our experiences and tried a different approach.

January 23rd, 2018