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Adviser milking big returns for clients

Wednesday 22nd of August 2018

The Christchurch-based adviser has produced very strong results for clients in recent years, due in large part to a heavy weighting to A2 Milk.

Across his portfolio, more than 75% of client assets is in the stock.

In the quarter to March 31, the top 10 holdings in his portfolios delivered a combined return of 11.45% for the quarter or the equivalent of 45.8% a year. Bean said he h...

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