Portfolio
SM
Total value
£284,910
+£4,120 (+1.5%) today
Invested
£210,000
since March 2019
Total return
+35.7%
+£74,910
Income, 12m
£6,240
2.2% yield
Performance
Allocation
Equities
62%
Bonds
21%
Property
11%
Cash
6%
Holding
Units
Price
Value
Day
Global Index Fund
1,240
£84.20
£104,408
+1.8%
UK Gilt 2031
600
£96.40
£57,840
−0.3%
REIT Income
910
£34.10
£31,031
+0.4%