How much have you made since investing in VLS/FTSE Global All Cap?

redlfc

Cant find a specific thread on this - would be useful to know!

1) How many years have you invested for and how much have you invested
2) How much do you now have in the ISA/SIPP?

Bravepants

You should be able to work this out for yourself from the performance graphs.



Are you just looking for opinion about how good or bad the fund is?

Linton

https://www.trustnet.com/factsheets/o/ngly/vanguard-ftse-global-all-cap-index-a-acc-gbp


It was only launched a couple of years ago.

AnotherJoe

redlfc wrote: »

Cant find a specific thread on this - would be useful to know!

1) How many years have you invested for and how much have you invested
2) How much do you now have in the ISA/SIPP?

Why would it be useful to know ? As said, it would be easy to work out from historical prices what any particular investment would now be worth. But so what? That wouldn't be any use to person D to know that person A made £59k person B made 10k and person C lost £30k. It's just a function of when and how much they invested.

A_T

If you'd invested £1000 in a FTSE World tracker in January 1995 it would now be worth over £6000.

AnotherJoe

A_T wrote: »

If you'd invested £1000 in a FTSE World tracker in January 1995 it would now be worth over £6000.

What about March 2003?.

A_T

AnotherJoe wrote: »

What about March 2003?.

£5000!

[with dividends reinvested, of course]

save, invest, accumulate, compound

redlfc

AnotherJoe wrote: »

Why would it be useful to know ? As said, it would be easy to work out from historical prices what any particular investment would now be worth. But so what? That wouldn't be any use to person D to know that person A made £59k person B made 10k and person C lost £30k. It's just a function of when and how much they invested.

i know past performance has no indication on future - i am investing in the fund and will so for the next 30 years + regardless - i just out of interest want to know how people who invested in VLS for the past 7/8 years have done

not just that fund tbh more so investing in S+S in general over past 20 years - obviously complete differences depending on what was invested in

TCA

redlfc wrote: »

i know past performance has no indication on future - i am investing in the fund and will so for the next 30 years + regardless - i just out of interest want to know how people who invested in VLS for the past 7/8 years have done

There are different versions of VLS. Just go to Vanguard's website, Trustnet, Morningstar, Hargreaves Lansdown (or any other broker website) and check the performance.

redlfc wrote: »

not just that fund tbh more so investing in S+S in general over past 20 years - obviously complete differences depending on what was invested in

Take the worst case scenario of people who lost everything they invested, compare to those who have invested in the best performing assets over the past 20 years and just about every reply you'd get will be somewhere in between. It's a pointless question, especially as most people are probably still invested so haven't "made" anything.

Thrugelmir

redlfc wrote: »

i know past performance has no indication on future - i am investing in the fund and will so for the next 30 years + regardless

Why regardless. Won't you be tempted to switch tack once the fad changes to something else. Once something is identified as being a good idea then everybody jumps on board. Which over time negates the return. Investing is like the wind. Changes direction at a moments notice.

Alexland

I once read interesting research into platform fund trades that suggested that DIY investors often do around 1/3 worse than their fund average long term returns not just because of platform costs but because they tend to buy and sell at the wrong times.

Alex