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Fantasy Fund 2015 – Week 37 Results (20 Sep)

| January 2, 2016

Fantasy Fund 2015

 

Performance figures after 37 weeks our investments have been allocated – 20th Sep 2015.

 

 

Aviva_logo

Aviva Pension Portfolio

Total Value Invested (£12,699.48)

Week 37

(20/Sep/15)

Fund Profit/Loss(£) Percentage(%)
Aviva Artemis Global Growth Pn S6 £100.47 4.47%
Aviva AXA Framlington Biotech Pn S6 £179.18 17.94%
Aviva AXA Framlington Health Pn S6 £301.58 6.09%
Aviva BlackRock Aquila US Equity Index Tracker Pn S6 -£25.71 -1.14%
Aviva Schroder Global Equity Income Pn S6 -£85.24 -3.79%
Total/Overall(%) £470.27 3.70%
Change/Overall Change(%) (in 2 weeks) £264.93 2.08%

wealth_stds_rgb(1)

Axa Pension Portfolio

Total Value Invested (£12,699.75)

Week 37

(20/Sep/15)

Fund Profit/Loss(£) Percentage(%)
AXA Wealth Aquila Connect US Equity Index Pn S4 -£51.99 -1.73%
AXA Wealth AXA Framlington Biotech Pn £167.87 16.74%
AXA Wealth AXA Framlington Health Pn S4 £279.34 5.48%
AXA Wealth Schroder Global Equity Income Pn S4 -£268.34 -7.45%
Total/Overall(%) £126.88 1.00%
Change/Overall Change(%) (in 2 weeks) £18.09 0.12%

fidelitylogo

Fidelity Pension Portfolio

Total Value Invested (£12,695.44)

Week 37

(20/Sep/15)

Fund Profit/Loss(£) Percentage(%)
Fidelity European Equity Pn Cl4 £25.58 0.47%
Fidelity Global Special Situations Pn Cl4 -£10.65 -0.32%
Fidelity North American Equity Pn Cl4 -£80.43 -2.04%
Total/Overall(%) -£65.49 -0.52%
Change/Overall Change(%) (in 2 weeks) +£13.63 +0.10%

friends-life

FriendsLife Pension Portfolio

Total Value Invested (£12,698.73)

Week 37

(20/Sep/15)

Fund Profit/Loss(£) Percentage(%)
FL AXA Framlington Health Pn £238.45 4.82%
FL BlackRock US Equity Index (Aquila C) Pn -£25.98 -1.15%
FL Invesco Perpetual High Income Pn £162.87 7.24%
FL Old Mutual UK Mid Cap Pn £173.34 17.34%
FL Schroder Tokyo Pn £163.17 7.25%
Total/Overall(%) £711.85 5.61%
Change/Overall Change(%) (in 2 weeks) -£1.60 -0.01%

standardlife

StandardLife Pension Portfolio

Total Value Invested (£12,764.48)

Week 37

(20/Sep/15)

Fund Profit/Loss(£) Percentage(%)
SL BlackRock Aquila Connect Japan Equity Pn S3 -£105.99 -4.13%
Stan Life Aberdeen Property Share Pn S3 £344.17 7.03%
Stan Life Investec Global Strategic Equity Pn S3 -£71.50 -2.86%
Stan Life Schroder US Mid Cap Pn S3 £54.06 1.93%
Total/Overall(%) £220.74 1.73%
Change/Overall Effective(%) (in 2 weeks) -£38.22 -0.30%

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Category: Fantasy Fund, Fantasy Fund Aviva, Fantasy Fund Axa, Fantasy Fund Fidelity, Fantasy Fund Friends Life, Fantasy Fund Standard Life

About the Author ()

Andrew, founder of the Final Salary website (FS), started the website soon after the government announced drastic changes to pension schemes in 2010 and the need for individuals to take more control of their financial future. As an avid reader of all things finance related, he decided to share his knowledge via this informative website. Andrew brings knowledge across many areas of business, retail and consumer finance.

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