W.W.H. Ewens Insurances Adviser
David Ewens – Chartered Financial Planner in Romsey
Background 07/02/2024 – This is my Stocks & Shares ISA consisting of over 30 managed funds. I charge the ISA 0.5% per annum of fund value for an investment performance review. The yellow line shows value after costs and the blue dotted line shows gross contributions. Green block shows money taken out. Everyone’s ISA will perform … Read more
Columns show the amount of profit (in yellow) compared to the amount invested (in brown) for four different clients. Client one invested in 1996, two in 2002, three in 2011 and four in 2017. Chequered yellow and white shows “withdrawals,” which may be viewed as profit already taken. Performance relates to one particular fund managed by one major UK investment provider. This Investment tries to smooth … Read more
Columns show the amount of profit (in yellow) compared to the amount invested (in brown) for four different clients. Client one invested in 1996, two in 2002, three in 2011 and four in 2017. Chequered yellow and white shows “withdrawals,” which may be viewed as profit already taken. Performance relates to one particular fund managed by one major UK investment provider. This Investment tries to smooth … Read more
Background 21/02/2020– This is my Stocks & Shares ISA consisting of over 30 managed funds. I charge the ISA 3% on each contribution plus 0.5% per annum of fund value for an “investment performance review”. The yellow line shows value after costs and the blue dotted line shows gross contributions. Green block shows money taken out. … Read more
The columns show the ratio of profit to lump sum investment for nine different clients. Client one invested in 1994, two in 1996, three in 1999, four in 2002, five in 2005, six in 2008, seven in 2011, eight in 2014 and client nine in 2017. Performance relates to one particular fund managed by one major UK investment provider. Brown shows amount invested. Yellow shows accrued profit … Read more
Background 10/03/2019– This is my Stocks & Shares ISA consisting of over 30 managed funds. I charge the ISA 3% on each contribution plus 0.5% per annum of fund value for an “investment performance review”. The orange line shows value after costs and the blue line gross contributions. Everyone’s ISA will perform differently depending on funds … Read more