Meridian Investments

Your Investments

Prices as at 17 Oct 2026, 07:29
Total value £159,772.60 £45.19 (0.03%) today
Total return £34,772.60 ▲ 27.8% since invested
Cash available £1,842.07 Ready to invest
Annual allowance used £18,400 of £60,000
Tax year 2026/27

Your Spending Projection

Your personal spending projection tells you the likely valuation of your pension at retirement, along with how much you will be able to spend after having retired to ensure you never run out of money.

Your holdings

6 funds
Fund Price Day change Units held Market value Weight
HSBC American Index Fund Accumulation C
US equity indexHSBC Asset Management · Acc
 £16.85
▼ 0.66% −£200.06
1,800.000 £30,330.00
19%
HSBC FTSE 100 Index Institutional Accumulation
UK equity indexHSBC Asset Management · Acc
 £4.61
▲ 0.26% +£53.10
4,500.000 £20,745.00
13%
Vanguard LifeStrategy 20% Equity Fund A Gross Acc
Multi-asset (20% equity)Vanguard · Acc
 £180.11
▲ 1.04% +£225.33
120.000 £21,613.20
14%
Vanguard LifeStrategy 40% Equity Fund A Acc
Multi-asset (40% equity)Vanguard · Acc
 £231.30
▲ 0.28% +£71.29
110.000 £25,443.00
16%
Vanguard LifeStrategy 60% Equity Fund A Acc
Multi-asset (60% equity)Vanguard · Acc
 £301.52
▼ 0.47% −£134.49
95.000 £28,644.40
18%
Vanguard LifeStrategy 80% Equity Fund A Acc
Multi-asset (80% equity)Vanguard · Acc
 £388.20
▼ 0.18% −£60.36
85.000 £32,997.00
21%
Total
0.03% −£45.19
£159,772.60 100%