December 2017 Investment Review

What’s happened over the last three months?

The FTSE 100 climbed 248.93 points in total from it’s September close of 7438.84 points. With a very late Santa Rally, it finished December at an all time high of 7687.77 points.  As late as the 20th December the market still stood at a maximum of around 7550 points, a level it first reached in May of this year. The final 150 points came in a week. So the market has had a full seven months to catch it’s breath.

How have we done over the last quarter?

All clients are in the process of receiving their personal quarterly valuations. But here is how the four main model portfolios that we operate have performed over the last 12 months. Continue reading “December 2017 Investment Review”