Bit’s and Bob’s about Henry
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Henry’s Investment Update July

Markets generally slowing over the summer, and poor performance from my insurers (CHU & HWY) led to a bit of a slump this month. Also bought into Welsh Industrial Investment Trust, currently trading significantly below NAV, however massive spread means showing quiet a loss at the moment. At the start of July, Henry’s original investment of £153.14 is now up by 8.7%, valued at £166.48 or 1.3461% of my portfolio.

Henry’s CTF voucher has also finally been invested with F & C’s Capital & Income Investment Trust (FCI) – the lowest risk Trust they do, current value £245.57.

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