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Volatility’s Return

Over the 10 years to 31 March 2018, our Wealth Accumulation Balanced Model has delivered a total return of more than 95%, outperforming the relevant Asset Risk Consultants (ARC)² comparator by 27%. In monetary terms, based on a starting portfolio value of £1,000,000, this equates to £270,000 of additional return compared to the ARC peer group average. Performance has also comfortably outpaced inflation, delivering an average real return of over 4.6% per annum.

Download the full Wealth Accumulation Balanced Model Portfolio here

About The Author

Chris Sexton
Chris joined Saunderson House as Investment Research Manager in 2004, was promoted to Investment Director in 2007 and joined ...
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