Three years. Two funds. One family.

facebook LO Search for people, places and things Home Three years. Two funds. One family. choosing the right investment can have an impact on your life Jane Merriweather v Friends Message Call rplan About Photos Jane Merriweather 8 November e Choosing the right investment fund can make a big difference to your life. This timeline compares the impact on one family - investing in one of the best-performing UK funds (left), and investing in one of the worst-performing UK funds (right) over 3 years. Scroll down to the bottom of the timeline to view in chronological order. Like Comment Share A Jane Merriweather 7 November O Jane Merriweather 6 November O e LIONTRUST IGNIS Special Situations Fund + £6764 (+59.9%) UK Focus Fund - £336 (-3%) Like Comment Share Like Comment Share Jane Merriweather 3 November O e rplan Sept. 2009 to Sept. 2012 Z18.044 LIONTRUST E16.572 L16,538 L16,256 E15,878 E15,505 E14,757 £14.185 E13,687 E13.046 12.806 E12.921 IGNIS £13:183 E12,348 .899 EI1.084 E12,326 LI1,948 CI1,280 EII.NI C10,944 E10,723 Ow209 06/2010 12/2010 062011 12/2011 06/2012 Like · Comment Share Earier in 2012 Bought a car Got a lodger 23 Septembere Model Year: 2007. 21 Septembere Have now got a lodger in our spare room. We are hoping that the spare cash will put us in a better financial position in the next few years Like Comment Like Comment Jane Merriweather 20 September O e A Jane Merriweather 19 September O e Our investment made £1,506.28 over the summer which we are so happy about! We are taking all the money totaling £18,044.46 and buying a Nissan Qashqai and some more baby bits! Made another loss of £187.15 and we just can't afford to loose anymore money, we are taking all the money out of the fund meaning we have made a loss of £107.43 overall Like Comment Share Like Comment Share First Steps by Alice! 19 September e Like Comment A Jane Merriweather 2 June O e n Jane Merriweather 2 May Oe I'm pregnant again!!!! made a small loss this spring of £33.77 still quite far off our car budget :( I'm pregnant, we are over the moon! However we lost a huge £1,195.41 over the past 3 months, enough money to send Alice to nursery for 6 weeks whilst I could go back to work Like Comment - Share Lkn Comment Share Got a dog named Nell April e Rescued a dog, Marmites not sure yet though! Like · Comment Jane Merriweather 29 March O e n Jane Merriweather 25 March O Made a nice £693.54 on the investment this winter even though I crashed the car so had to take £500 out of the fund to pay for we took out £900 for a relaxing holiday in Scotland! epairs! Still made £378.00 but need for car is desperate now Like · Comment Share Like · Comment Share Scotland! Crashed the car :( 21 March e 20 March e Like Comment Like Comment 2011 Jane Merriweather Jane Merriweather 6 December 2011 O e 9 December 2011 o e Made a tidy £1,093.54 putting us well on the way to buying a new car and some extra :) Finally we make some progress, made £1,225.41 putting our total profit to £668.08, still not enough to replace our car! Like Comment Share Like Comment Share Jane Merriweather 10 September 2011 O e Jane Merriweathen 9 September 2011 O e Awful news on the investment lost £1,471.09 car budget looking Over the summer we lost a huge £2,198.82, terrible news, car is falling apart and the flat is just too small! smaller than we want at the moment Like Comment Share Like Comment Share Jane Merriweather 2 September 2011 o e rplan Sept. 2009 to Sept. 2011 216.256 LIONTRUST E15.505 E14,757 14,785 E13,687 E13,046 E12,806 £12.921 IGNIS $13:383 E12,348 E11,899 CI1.280 £11,084 N0.723 09/2009 06/2010 12/2010 062011 Like Comment · Share Jane Merriweather 2 June 2011 Jane Merriweathen 1 June 2011 O ea Made a measly £115.60 but still better than a loss! Alice has Meet Alice! made £750.57 over the past 3 months, slow and steady but good news :) arrived, even more important that our fund performs well over the next few monthst Like · Comment Share Like Comment Share Alice was born 1 June 2011 Meet little Alice Like Comment Jane Merriweather Jane Merriweather 13 March 2011 o e 3 March 2011 O e £748.67 made this winter! Taken the plunge and put our flat up sale! Looks like we are going to have to stay in the flat for another year, lost £239.67, no new car or any chance of a bigger flat at this rate! Like Comment - Share Like Comment Share 2010 Jane Merriweather n Jane Merriweather 19 October 2010 O e 3 December 2010 o e Took £600 out of my investment today to pay for baby essentials Had to sell James' scooter to pay for upcoming baby essentials and bills, not a great day :( Had an increase of £697.44, still not the kind money I'm looking for though! like our new fantastic buggy, still made £1,070.01 though! Like Comment Share Like · Comment Share 7 Jane Merriweather 3 September 2010 O e Jane Merriweather 2 September 2010 O e I'm pregnant! Our fund is finally doing what we want it, to had an increase of £1,787.98 - GREAT TIMING I'm pregnant and our fund increased by £1,263.87, we are both very happy and glad our fund is performing well ready for baby essentials! Like Comment Share Like Comment Share Pregnant! 2 September 2010 e Like Comment A Jane Merriweather 1 September 2010 O e •rplan Sept. 2009 to Sept. 2010 E13,687 LIONTRUST £12,499 Z12.207 E12,348 IGNIS E11,899 CI1,280 E11,084 09/2009 03/2010 06/2010 09/2010 Like · Comment Share Jane Merriweather 3 June 2010 O e n Jane Merriweather 2 June 2010 Oe Not a great few months, a summer holiday elost £308.66, money we wanted for t a huge £1,414.91 this spring wou in our car fund :( have made a huge dent Like · Comment Share Like · Comment Share Jane Merriweather Jane Merriweather 3 March 2010 O a 2 March 2010 O e Yay made £927.40 over the past 3 months and we got a new cat! Fabulous we made £1,219.17 on our fund this winter so happy! We got a kitten! Meet Marmite, now we need to think about Marmites future too!! Like Comment Share Like Comment Share Got a kitten named Marmite 1 March 2010 Like · Comment 2009 Invested £11,280 in Liontrust Special Invested £11,280 in Ignis UK Focus 30 December 2009 Situations 31 December 2009 e IGNIS LIONTRUST ASSET MANAGEMENT Like Comment Like Comment Jane Merriweather 1 July 2009 O e rplan like investing, but better. Like · Comment · Share Born Born Like : Comment