Mr Bearbull's Income Fund

Mr Bearbull has been running his Income Portfolio since 1999, significantly outperforming the market over the long term

Shares boughtDate dealt Price (p)  Cost (£) Price now (p) Value (£) Change (%)
1,665GlaxoSmithKlineFeb-001,28221,4821,57926,29023
13,150NatWest 9% PrefsNov-1212116,01614819,46222
14,000Real Estate Credit InvJan-1311015,43217023,80055
5,000ZytronicOct-131939,71123411,70021
40,000RecordSep-1436.514,69831.712,680-13
29,250Air PartnerSep-148424,7157521,938-11
4,550VesuviusAug-1539217,82754824,93440
15,550Empiric Student P'yNov-1511117,3729114,073-18
12,250Randall & QuilterMar-1815719,35417621,56012
3,450Greene KingMay-1857519,96961721,2877
850The Williams Co'sAug-18$29.8720,136$26.3817,938-12
30,000Topps TilesNov-186318,9896719,9806
14,250ElementisMar-1915221,79314120,121-7
     Total255,763 
     Cash19,988 
     Interest accrued47 
     Ex-divs2,508 
Starting capital (Sept 1998)  £ 100,000Total278,306178
FTSE All-Share index  2,384 4,05770
Retail Price Index  164 28976
Income distributed:  £ 199,290   
 

 

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