Year 5, month 6: £299,376.09 up 2.19%

Arrowing pointing upPortfolio summary, gain/loss at 01/06/2017:

Total Fund £299,376.09 up £6,421.06, 2.19%
Stocks & Shares ISA is £194,414.20, up £4,695.93, 2.48%
Vantage Fund & Share Account is £64,335.36, up £543.21, 0.85%
SIPP is £40,626.53, up £1,181.92, 3%

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 01/06/2017, click on the links below:

ISA Portfolio Summary 010617
SIPP Portfolio Summary 010617
Vantage Portfolio Summary 010617

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