Investment Portfolio Update #2 – Spring 2014

Fund as at 31 April 2014 = 11,052

Summary
End of year 1 and broke through 10k, but majority of funds are still as cash. No investment strategy at present.

October 2013 = 1,522
Cash In = 8,450
Transfer In = 913
Investment Changes = 140
April 2014 = 11,025

Analysis
Cash = 70%
Equities = 21%
Funds = 9%

Holdings
Cash = 7,725
Whitbread plc = 1,183
Royal Mail plc = 1,181
Old Mutual UK Smaller Companies = 934

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