Progress of the JIC Portfolios on
30th June 2021
The JIC Portfolio is up 361.0% since its inception in January 2012, giving an annualised return of +17.5%. The performance compares favourably with the return of +97.8% (+7.4% annualised) of the FTSE All-Share (TR) Index and +244.0%, +13.9% annualised) for the FTSE All-World (GBP) TR Index.
The JIC Funds Portfolio is up 34.5% in its first twelve months since its inception in July 2020. Over the same period, the FTSE All-Share was up 21.5% and the FTSE All-World, 25.0%. Mrs R's SIPP replicates the JIC Funds Portfolio
*I do not manage my portfolio with particular reference to the weightings of companies in any index. I consider the FTSE All-Share (TR) Index and the FTSE All-World (GBP) Total Return Index useful comparators, given that the first is widely used to measure the performance of the UK equity market and the second, gives a good indication of how world equity markets are doing. After all, if I can’t beat them, I should put my money into an FTSE All-Share Index or FTSE All-World 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.
Performance from inception, 1st January 2012
JIC Funds Portfolio