We always measure our quarters and years in-line with the tax year which starts on 6th April. So this quarter was measured from 6th October to the 6th of January. The year was 6th January 2015 to 6th January 2016. I mention this for a reason.
And of course the gains below are true gains. They are calculated after all charges and fees have been settled.
Here are the facts
Over the last quarter we all made a little money.
Cautious Clients up 0.97%
Moderate Clients up 1.23%
Aggressive Clients up 1.63%
Gains for the whole of 2015 stand as follows.
Cautious Clients up 5.21%
Moderate Clients up 7.36%
Aggressive Clients up 8.63%
A good result considering the investment environment out there. Certainly enough to ensure clients are able to carry on without adjusting their expenditure plans. Continue reading “January 2016 Investment Review”