2013: Income Portfolio in transition

The model Income Portfolio has a wonderful long-term record, but it shouldn’t have lagged the index in 2013 even slightly.

The model Income Portfolio is designed to provide a steady income while producing enough capital growth to offset inflation. Having achieved a 13.5% annual return since inception compared to the 8.4% return of the All Ordinaries Accumulation Index, the portfolio has exceeded its aim and then some.


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