Income history

Introduction

The report contains a section with the total amounts of incomes produced by your investments at different points in time as defined in the snapshots. This section focuses on the income amounts you have actually received.

Total taxable distributions per year

This table shows the total amount of taxable distributions you have received during each tax year. This section only includes the figures from taxable accounts, as these are the numbers that must be delcared in annual tax returns. The totals are per categories of incomes, as most countries often tax different types of incomes differently, and hence the totals for each type of income have to be declared in different sections of the tax return.

Summary of taxable distributions per tax year
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| Account | Type     | Origin | Subset   | 2022-2023 | 2023-2024 | 2024-2025 |
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| SIGIA   | Dividend | Other  | Gross    |      0.00 |      0.00 |     14.60 |
| SIGIA   | Dividend | Other  | Deducted |      0.00 |      0.00 |      0.00 |
| SIGIA   | Dividend | Other  | NetPaid  |      0.00 |      0.00 |     14.60 |
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Average monthly incomes

The program also shows the average monthly amount of income generated by each holding, in all your accounts, including non-taxable accounts. These amounts correspond to the total amount of income produced during each tax year divided by 12 months. The purpose of this table is to show you how each investment you own contributes to your total average monthly passive income. This is useful if you invest for income with the intention of being able to can cover your monthly expenses.

Average monthly gross distributions per holding for each tax year
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| Holding    | Account | Asset | 2023-2024    | 2024-2025    |
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| GSIPP-VHYL | GSIPP   | VHYL  |        96.47 |       171.67 |
| GSIPP-VWRD | GSIPP   | VWRD  |         2.47 |        29.07 |
| SIGIA-VEVE | SIGIA   | VEVE  |         0.00 |         1.22 |
| SIISA-VHYL | SIISA   | VHYL  |        30.45 |        87.78 |
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The next table shows the total monthy average income per account:

Average monthly gross distributions per account for each tax year
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| Account | 2023-2024    | 2024-2025    |
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| SIISA   |        30.45 |        87.78 |
| SIGIA   |         0.00 |         1.22 |
| GSIPP   |        98.94 |       200.74 |
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And finally you can see the total monthly average income per category of account:

Average monthly gross distributions per category for each tax year
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| Category   | 2023-2024    | 2024-2025    |
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| Accessible |        30.45 |        89.00 |
| Pension    |        98.94 |       200.74 |
| Total      |       129.38 |       289.74 |
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