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Performance

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 Progress of JIC Portfolio as at 31st July 2018

At 31st July 2018, the “JIC Portfolio” was up 169.0% since inception in January 2012, giving an annualised return of +16.2%, comparing favourably with the +88.5%, (+10.1% annualised), return of the FTSE All Share (Total Return) Index*

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Important message: 

*I do not manage my portfolio with particular reference to the weightings of companies in the FTSE All Share (TR) Index. ¬†I do however, consider it a useful comparator, given that it is the index most widely used to measure the performance of the UK equity market. After all, if I can’t beat it I should put my money in a FTSE ¬†All Share Index tracker and spend my time doing something else!¬†

“Past experience does not necessarily give a guide for the future.” Since¬†I started the Portfolio in 2012, the JIC Portfolio has done well. That is no¬†guarantee that it will do well in the future. ¬†Clearly, I will be doing my utmost to ensure it does as this is my money and my future financial security.¬†

 

JIC Portfolio

Performance from inception, 1st January 2012

Annual Performance

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Monthly Record

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JIC Top 10 Portfolio

At 31st July 2018, the “JIC Top 10 Portfolio” returned +35.8% since inception on 29th August 2014, an annualised return of +8.1%. Over the same period, the FTSE All Share (Total Return) Index returned +34.5% (+7.9% annualised).

Annual Performance

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Monthly Record

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Performance Overview

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