Year 5, month 5: £292,955.03 up 0.71%

Arrowing pointing upPortfolio summary, gain/loss at 01/05/2017:

A new ISA tax year, taking advantage of ‘Bed & ISA’ £19,531.67 worth of shares have been transferred from my Vantage account into my ISA. It has skewed the individual account details but total fund calculation unaffected.

Total Fund £292,955.03 up £2,062.80, 0.71%
Stocks & Shares ISA is £189,718.27, up £21,825.93, 13%
Vantage Fund & Share Account is £63,792.15, down £19,951.23, -23.82%
SIPP is £39,2444.61, up £188.10, 0.48%

Year 1 return: 11.78%
Year 2 return: 8.55%
Year 3 + year 4 return: 15.76% (combined as no weekly records kept)
Year 1 to year 4 average return: 9.02%
(returns exclude cash paid in)

View a summary of the shares (excludes cash) held within each account at 01/05/2017, click on the links below:

ISA Portfolio Summary 010517
SIPP Portfolio Summary 010517
Vantage Portfolio Summary 010517

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