Great British Invest off or Passive V Active Updates

Prism

Prism Global - £167,994

Fundsmith did all the work this month

TBC15

BLB53                            £125,892       26%

TBC15                            £155,801      56%

Digger UK                       £166,469      66%

Finellah VLS80               £137,787      38%

Vanguard FTSE All Cap  £155,845      56%

For TBC15 a similar end of the month to last month up about 1 ½ % with Fundsmith ahead of the pack, Smithson in negative territory.

Good month for Digger UK.

Linton

Linton Growth: £135069   -1.5% on month
Linton WP:£114928         -0.3% obn month

bostonerimus

Bostonerimus$   141924
Bostonerimus£   153463

TBC15

BLB53                            £125,990       26%

TBC15                            £155,388      55%

Digger UK                       £165,119      65%

Finellah VLS80               £138,127      38%

Vanguard FTSE All Cap  £155,342      55%

An uneventful month overall when you look at the total. Both the Smiths had a good month up 3-5%. Tech had a bad month down about 5%.

Prism

Prism Global - £171,901

A good month, up are 4%. Over two thirds of the portfolio is in quality growth - Fundsmith, Smithson and Royal London Sustainable Leaders - all of which did well this month after a poor year in 2022.

The rest which is mostly smaller companies were up around 1.5%

Linton

LIjnton Growth - £136089 up 0.8% on month
Linton WP - £115250 up 0.3% on month

bostonerimus

Bostonerimus$   143480
Bostonerimus£   152662

Prism

Prism Global - £170,148

TBC15

BLB53                            £124,703       25%

TBC15                            £160,312      60%

Digger UK                       £165,448      65%

Finellah VLS80               £136,986      37%

Vanguard FTSE All Cap  £155,659      56%

Not a bad month. Tech doing very well up 9.2% Blue Whale up 5.5% .

Then we come to the Smiths. Smithson down -1.7% Fundsmith down -3.3%