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Portfolio - One Year Performance (Tax Year End)

ivormonee · 2018-04-01 17:58:00

Around this time of the year, to coincide with the end of the tax year, I've decided to look and see how my investment fund portfolio has fared over the full twelve months of the financial year. I'm sure many others on here with portfolios may be doing the same at this time. Doing a quick calculation shows me that my…

Comments

Linton Posts: 18,343 Forumite

6 April 2018 at 3:42PM

A_T wrote: »

HL say 1.75% for VLS100 from 05/04/17 to 05/04/18. Could be when the valuation was taken. Stocks rose yesterday and the pound fell vs the dollar.

The data on the charting tool seems slightly more up to date than on the fund data sheets. 1.75% looks about right for the year 5/4/17 - 4/4/18.

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