David’s ISA 2020

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

Davids ISA 2019

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