Volatility’s Return

Over the 10 years to 30 June 2018, our Wealth Accumulation Balanced Model has delivered a total return of 107%, outperforming the relevant Asset Risk Consultants (ARC)2 comparator by over 28%. In monetary terms, based on a starting portfolio value of £1,000,000, this equates to £280,000 of additional return compared to the ARC peer group average. Performance has also comfortably outpaced inflation, delivering an average real return of 5.3% per annum.

Download the full Performance Bulletin 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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