October 2017 Investment Review

What’s happened over the last three months?

The FTSE 100 climbed only 5 points in total finishing September at 7373.  But just a couple of weeks ago it dropped back to just 7200 again.  If you remember from my July Investment Review, the FTSE 100 started the tax year at 7332.  So in 6 months it is just 40 points up, just over 0.5% in total in half a year!  It’s a good job investors receive dividends too.

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 quarter Continue reading “October 2017 Investment Review”