Performance Charts

The Chichester Account


The Salisbury Extra Income Account


The Salisbury Extra Income Account as at 31st January 2016

Figures to date Monthly Payment Income Paid Out Annual Income FTSE All-Share Income Valuation Discrete Total Return Total Return
2011 Higher Risk
£395
£3,555
* 5.1% 3.2%
£85,800
-10.55%
-10.55%
2012 £395 £4,740 6.5% 3.6% £98,019 18.85% 6.31%
2013 £415 £4,980 6.6% 3.3% £123,299 28.46% 36.57%
2014 £415 £4,980 7.2% 3.2% £126,461 5.96% 44.72%
2015 £415 £4,980 7.0% 3.6% £131,071 6.63% 54.31%
2016 £415 £415 £125,011 -3.66% 48.66%
2011 Lower Risk
£318
£2,862
* 4.4% 3.2%
£86,450
-10.69%
-10.69%
2012 £318 £3,816 5.4% 3.6% £101,405 21.02% 8.08%
2013 £318 £3,816 5.6% 3.3% £126,501 26.75% 37.00%
2014 £334 £4,008 6.1% 3.2% £128,295 4.24% 42.80%
2015 £334 £4,008 6.7% 3.6% £134,451 7.12% 52.96%
2016 £334 £334 £127,911 -4.06% 46.75%
Total Higher Risk £23,650
Total Lower Risk £18,844
* Note: This is the total amount of gross dividends paid in the account over the original amount invested.  So in the first year the figure will be lower than the annual figure for the stock held as less income would be paid in the first three months.  The Gross Yield is shown in order to compare with the FTSE All-share yield or Building Society accounts.