Investment Portfolio Update #7 – Autumn 2016

Fund as at 31 October 2016 = 44,054

Summary
A good period with a total portfolio gain of 11,369. Really happy with the level of investment returns with 33% of gains coming from growth. This is the first period I have had with really strong returns, far exceeding the previous record of 662 in Spring 2014. Although this does come on the back of a few disappointing periods between Autumn 2014 and Spring 2016 where the total gain was only 250 over 2 years. This really shows that investing is a long term game.

April 2016 = 32,685
Cash In = 7,620
Investment Changes = 3,749
October 2016 = 44,054

Analysis
Funds = 85%
Cash = 10%
Equities = 5%

Holdings
Cash = 4,541
Blackrock Emerging Tracker = 312
CF Lindsell Train = 1,819
CF Woodford Equity = 2,302
Fidelity UK Smaller = 642
Fundsmith Equity = 2,177
Jupiter European = 1,770
Legal & General Euro Index = 3,646
Legal & General Intl Index = 3,663
Legal & General UK Index = 3,521
Legal & General US Index = 3,704
Lindsell Train Global = 1,732
MFM Slater Growth = 1,626
Man GLG Japan = 2,289
Marlborough UK Micro = 1,603
Neptune UK Mid Cap = 1,646
Rathbone Global = 1,909
Std Life Global Small = 99
Stewart Asia Pacific = 1,441
Threadneedle European = 1,681
Woodford Patient Capital = 1,920

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