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Want to change from Halifax S&S Isa, options???

Options
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Comments

  • Lokolo
    Lokolo Posts: 20,861 Forumite
    Part of the Furniture 10,000 Posts
    You can also do this:

    https://www.fidelity.co.uk/investor/guidance-planning/plan-portfolio/myplan-portfolio-quickstart.page?

    Which will give you an idea or what sort of portfolio you should be looking at.
  • dgaf
    dgaf Posts: 52 Forumite
    Part of the Furniture 10 Posts Combo Breaker
    danm, thanks for explanation.

    You are right in what you say. I confirmed the charges with Halifax today, they are:
    Uk Growth Fund 1.55%
    UK Equity Income Fund 1.55%
    Corporate Bond Fund 1.05%
    UK FTSE All Share Index Tracking Fund 1.55%

    Main reason I was looking to move out was limited fund choices and not being able to sell funds and lock in gains and hold the cash in the S&S ISA. I'm sure I will get there in the end with more research and studying, just have to remember to learn to walk before I try running.
  • Ifts
    Ifts Posts: 1,960 Forumite
    Part of the Furniture 1,000 Posts Combo Breaker Name Dropper
    edited 2 April 2010 at 9:13PM
    This thread on MSE might be of interest to you: Fund Selection for first timer, according to posts on this thread Multi-manager funds might not be a good option.
    Never let the perfume of the premium overpower the odour of the risk
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