Portfolio Returns
Below are examples of Portfolios which Wealth Within has been managing since April 2003.
PKF Chartered Accountants & Business Advisors (“PKF”), a major Australian and global accounting firm, have reviewed the results of our portfolios and have verified both the performance methodology and accuracy of the results for the period from inception (7 Apr 03) to 6 April 2010.
Read the findings of the PKF review. View the performance methodology.
| Portfolio | 8 Yr Total Return | Average Annual Return |
| Blue Chip | 116.46% | 14.56% |
| Growth | 186.83% | 23.35% |
Represents the average annual change in capital value per annum net of fees and brokerage.
Assumes reinvestment of income.
8 year return to 6 Apr 11.
Returns audited by PKF Chartered Accountants.
Past Performance is no indication of future performance.
Wealth Within manages individual accounts, so each account may display different performance results.