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Funds for 2011 and forward

Hi,

I'm about to open an H&L Vantage Shares ISA. I'd don't have much free cash to start with, but have a longer time frame in mind (10yrs+) and at this stage I'm happy with higher risk funds.

My plan is to open 3 funds with just over £1000 in each (H&Ls minimum) and then top up with monthly additions (£50) and I've picked two I'm happy with:

Aberdeen Emerging Markets Accumulation
M&G Global Basics Class X Accumulation

But can't seem to decide on a third (H&L require 3k to start), alternating between:

First State Global Emerging Mkt Leaders (bad to have all my eggs in the "emerging markets" basket? but not much overlap with Aberdeen)
AXA Framlington Global Technology
First State Global Listed Infrastructure (I like the concept)
FTSE all Shares
Something Food/Agricultural?

Any ideas?? Should I get a more UK/Western centred one to be in when things go back to normal (eventually)

Thanks for any help.

Comments

  • Old_Slaphead
    Old_Slaphead Posts: 2,749 Forumite
    Part of the Furniture 1,000 Posts Combo Breaker
    edited 29 December 2010 at 7:59PM
    Commodities & EM have had a very good run and look to me a bit frothy.

    Being a bit of a contrarian I'm looking at Schroder US Mid Cap (or Threadneedle American Smaller), Artemis Strategic and maybe some Japan (GLG or JPM as smaller cap option). Otherwise, more generally the newish Schroder Global Alpha has started well. Also Axa Fram Healthcare seems to be picking up after yonks mebbe?

    Just my current 'watch list'
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