Investment Portfolio Update #8 – Spring 2017

Fund as at 31 April 2017 = 55,210

Summary
Another 6 months of solid growth from both savings and investment returns. An increase of 11,156 saw my fund break through the 50k barrier after only 4 years. Next big milestone 100k!!!

October 2016 = 44,054
Cash In = 7,630
Investment Changes = 3,526
April 2017 = 55,210

Analysis
Funds = 89%
Cash = 7%
Equities = 4%

Holdings
Cash = 4,145
Aberdenn Latin America = 194
Blackrock Emerging Tracker = 830
Blackrock Pacific Tracker = 196
CF Lindsell Train = 2,064
CF Woodford Equity = 2,456
Fidelity Global Tech = 410
Fidelity UK Smaller = 756
Fundsmith Equity = 2,894
HL Select UK = 548
Jupiter European = 2,074
Jupiter India = 557
Legal & General Euro Index = 4,324
Legal & General Intl Index = 4,382
Legal & General UK Index = 4,087
Legal & General US Index = 4,450
Lindsell Train Global = 2,347
MFM Slater Growth = 2,040
Man GLG Japan = 2,877
Marlborough UK Micro = 2,420
Neptune UK Mid Cap = 2,005
Rathbone Global = 2,440
Std Life Global Small = 744
Stewart Asia Pacific = 1,848
Threadneedle European = 1,932
Woodford Patient Capital = 1,980

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