Performance so far


Since the start of 2012 I have:

Gained 2.94% (excluding dividends and costs) of my investment - and the market is up 26.30% according to Google Finance

Been rated in the 65th percentile of all listed Trustnet.com OEIC managers (including dividends and costs - assuming that the market-average 1.6% per annum TER is charged across the board)

Achieved an average yield of 1.44% (averaged over the last twelve months) - compared to a market average of 2.8% (according to Digital Look).

Invested in a way that should deliver a pension around 48% of the value of my current income, based on current annuities and growth rates

Friday, 6 April 2012

Changing my investment value

So something else I have decided is important is to maintain the value of my "units" at a steady rate, based on the Consumer Price Index. That means I want my buying power to remain constant.

This is fairly easy to calculate - on the 20th of each month the ONS reports the previous month's inflation figure.

If I start myself at a nominal value of "1", each quarter I add the impact of the previous three months inflation to my value of "1". I'll be doing this around the 20th April for the first time, so i'll tell you where "1" has got to. Assuming no big changes in inflation, it'll probably be around 1.0086

Ok, got to run!
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