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

Screenshot 2021-12-01 at 09.53.15.png

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

Screenshot 2021-12-02 at 08.27.11.png

Monthly Record​

Screenshot 2021-12-02 at 08.27.25.png

JIC Funds Portfolio 

The JIC Funds Portfolio started on 30th June 2020. It contains only funds (investment trust, ETFs and OEICS).
Annual Performance
Screenshot 2021-12-02 at 08.47.43.png

Monthly Record​

Screenshot 2021-12-02 at 08.43.56.png