I see. In that case, your returns are good. I wouldn't recommend taking money out of your investment though- not only does it annoy the fund manager but an investment is supposed fulfill an aim you have (i.e. accumulate this much by this year and then take it out).(Original post by john2054)
the strategy is balanced i think (conservative/moderate). It actually has performed better than the benchmark, however we have taken a lot out. I don't have the figures to hand, but it has been something like £35000 in the last five years, so that is why it appears to have underperformed. i needed the money for stuff like legal bills, financial bills immigration fees and other expenses. Plus i used to pay myself £200 a week out of my own money, and something like that as well to my wife, so my money dropped like a tank.
For the last two years since i got out of the court of protection, i have been able to turn it around. Let me know if you have any more questions??
I found out that my portfolio went up in value yesterday AMA?
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