PERFORMANCE

Progress of the JIC Portfolios on

30th November 2021

The JIC Portfolio is up 335.0% since its inception in January 2012, giving an annualised return of +16.0%. This performance compares favourably with the return of +101.3% (+7.3% annualised) of the FTSE All-Share (TR) Index and +264.3%, +13.9% annualised) for the FTSE All-World (GBP) TR Index.

The JIC Funds Portfolio is up 31.7% since its inception in July 2020. Over the same period, the FTSE All-Share was up 23.6% and the FTSE All-World, 32.4%. Mrs R's SIPP replicates the JIC Funds Portfolio

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Important message: 

*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. 

JIC Portfolio

Performance from inception, 1st January 2012

Annual Performance

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Monthly Record​

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JIC Funds Portfolio 

The JIC Funds Portfolio started on 30th June 2020. It contains only funds (investment trust, ETFs and OEICS).
Annual Performance
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Monthly Record​

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