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Balanced Portfolio Performance

Question

With your balanced portfolio , what has been the percentage return over the period it’s been active? - Submitted by Chris

Answer

Hi Chris

Since incept the Balance Portfolio has returned 5.3% per annum. If you had invested in the portfolio from its first trading date in December 2014 your total return would be approximately 32%. If you would like to find out more, please click on this link to the Balance Portfolio page

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Evan Lucas
Evan Lucas
Chief Market Strategist