Interactive demo of James Carter's illustrative account. Changes to projections are temporary.
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Portfolio value

£276,482.13

Ex-pension £75,343.79

Day +0.84%+£2,319.98YTD +9.64%+£26,645.9312mo +19.49%+£53,890.96
2 wrappers·2 holdings
Family
Your accountJames Carter£1,265,448+0.6%12mo +16.5%Has their own accountSarah CarterFamily member£276,482+0.8%12mo +19.5%

Sarah Carter's Portfolios

Marketing Workplace Pension

Self Invested Personal Pension (SIPP)

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1 holdings

Sarah's Stocks & Shares ISA

Stocks & Shares ISA

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1 holdings

Asset Allocation
Equities
87.3%
Cash
12.7%
Properties

No properties added yet.

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