Another rewarding year

While never complacent, it is pleasing to report that 2019 was another good year. The Growth portfolio produced a total return of 27.5 per cent compared with 18.2 per cent for its benchmark – the MSCI WMA Growth index. Meanwhile, the Income portfolio gained 20.5 per cent compared with 15.1 per cent for the MSCI WMA Income index. These figures reinforce the long-term record of outperformance since the portfolios’ inception in 2009 – the performance table below has more details.

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