What information is provided in my portfolio dashboard about my investments?
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Core information is provided for each investment that you make through the platform. A summary of this is detailed below:
Amount – The amount invested in the opportunity. For example, £10,000
Start Date – The date all paperwork is completed and the
funds are released to the fundraiser.
For example, 14th May 2018
Term – This is the projected investment term as set out in the
investment document. For example, 16 months
Projected Return – Returns are shown before any adjustment
in tax (to the investor). Peer to peer
loan returns are shown as an annual % rate.
Equity returns are shown as a total return over the investment period. For example, 25
Investment Status – Shows the status of the processing of the investment. It does not refer to the progression or status of the project. For example, Success
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