Wednesday, February 16, 2011

Report for January 2011

January showed a slight slippage in value across the FTSE100 and our portfolio, but by less than 1%.  The funds, stocks and bonds generally followed the trend, though European funds did better than the US funds.

The Aviva (prev Norwich Union) International Property Fund split into 2 new ones: Morley Property and European Property.

The Unit Value fell 1% to 134.6, and our portfolio is worth £21,000 with a further £4,178 in cash.