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

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