The Compound Income Portfolio based on shares from the top quartile of the Compound Income Scores was set up in April 2015. The total return since then versus total returns for the FTSE All Share, Mid 250 and Small Cap. Indices is shown above. If you would like to see the full data history behind the graph, please click on the first link below. The second link provides a link to a pdf with some more detail on this performance history and some characteristics of the current portfolio.
If you are interested in finding out more about the Compound Income Scores which have helped to deliver this performance, then please either visit the Scores section from the main menu or click here to learn more about them and how you can gain access to them to help you find attractive and growing income stocks.
If you are interested in finding out more about the Compound Income Scores which have helped to deliver this performance, then please either visit the Scores section from the main menu or click here to learn more about them and how you can gain access to them to help you find attractive and growing income stocks.
Click here to view Monthly Performance data since inception
Download Summary of Compound Income Portfolio & Performance History.
Click here to view Portfolio Holdings.
Download Summary of Compound Income Portfolio & Performance History.
Click here to view Portfolio Holdings.