Advice needed on fund supermarkets for S+S ISAs

almondsalty

There quite a few providers out there, and each have different research to help you with your decision. Although always do your homework, don't rely on what they say, because no matter how strong their words are they won't take any liability.

BestInvest and Fidelity should also be considered.

Eponym

I have done some looking around (not done yet though!) and these have caught my eye:

Newton Real Return (Acc)
Artemic Income (Acc) - I have read that this is good for global dividend shares so seems a good bet for long term growth through compounding
Fidelity Special Situations

Any thoughts on those three?

Jegersmart

Eponym wrote: »

I have done some looking around (not done yet though!) and these have caught my eye:

Newton Real Return (Acc)
Artemic Income (Acc) - I have read that this is good for global dividend shares so seems a good bet for long term growth through compounding
Fidelity Special Situations

Any thoughts on those three?

Newton Real Return is a well diversified fund with relatively low risk and a mix of equities and bonds in many different market areas. It achieved 1% more return than Artemis income in the last year at least with less risk and is cheaper in terms of AMC.

Artemis Income is actually almost 90% UK equities, I use M&G Global Dividend for global exposure personally. There are others of course.

Fidelity Special Situations has been around a long time - you may find better check Trustnet and check UK ALL shares category and filter.


although your judgement criteria should be your own:D

Hope that helps.

Eponym

Jegersmart wrote: »

Newton Real Return is a well diversified fund with relatively low risk and a mix of equities and bonds in many different market areas. It achieved 1% more return than Artemis income in the last year at least with less risk and is cheaper in terms of AMC.

Artemis Income is actually almost 90% UK equities, I use M&G Global Dividend for global exposure personally. There are others of course.

Fidelity Special Situations has been around a long time - you may find better check Trustnet and check UK ALL shares category and filter.


although your judgement criteria should be your own:D

Hope that helps.

It certainly does, thank you! I'll do some more digging.

Eponym

I liked the look of Newton Real Return as a core of my postfolio (such as it is at the moment), especially the range of assets. However, unless I am missing something, HL doesn't seem to offer accumulation units for it, only income units. Since I want long-term growth, not income and my level of investment is very small, that's not really suitable.

I'm looking at M&G Global Basics or M&G Global Dividend (accumulation). I'm not sure whether long-term the Dividend fund would be better, with the dividends adding to the holding.

Fidelity Special Situations has dropped a lot with the recent turmoil, which might make it a good time to buy. It's very heavily UK based though (90%) which is perhaps too much given that I will only have two funds in my portfolio at the moment.

Any thoughts?

Eponym

Also I notice JPM Natural resources has dropped a lot this week so that may be an opportunity too.

Jegersmart

income units are reinvested unless you instruct other wise.....afaik

Eponym

Thanks everyone for all the thoughts so far, I appreciate it. It occured to me that since I'm asking this in my old thread with a no-longer accurate title, I might get even more views if I ask it in a new thread with a more relevant title, so I've done that. You can get to it from my profile if you want to read it.

Thanks again!

Totton

It probably doesn't help but of those three funds you list I'm not a fan of any.

Newton Real Return (Acc)
Artemic Income (Acc) - I have read that this is good for global dividend shares so seems a good bet for long term growth through compounding
Fidelity Special Situations

Artemis Income gets a lot of good press but its stats don't stack up, I prefer Troy Income or Ecclesiastical Higher Income which is in the oft overlooked Equity & Bond sector.

Newton Real Return may be okay but I shy away from anything mentioning 'return', the absolute return sector is a bit of a joke unless you enjoy paying high fees for trackers. If looking for a solid fund then I'd take a look at Troy Trojan if you can get it in as it has 'soft closed'.

Fidelity Special Sits is interesting and I have considered it recently, there is an interview with Shah on the HL website although the interview turned me off a bit to be honest. I thought Shah could have come across a little more dynamic but the interview was full of the usual industry speak which I found worrying. If looking for something in this area I would probably go for M&G Global Basics after the recent falls.

My recent fund purchases have been, Newton Asian Income, Newton Global Income and Troy Trojan.

Hope that helps,
Mickey

fairleads

gadgetmind wrote: »

You may find it informative to look at the post count of various people here and how many times they have been thanked for their contributions.

Some people try to be helpful, and some people don't; it's human nature.

Do you really think i come on here to collect thank-yous? And as for being helpful - many posts on here may well be, according to current retirement dogma for example, technically or theoretically correct and thus appear, to the uninitiated, as helpful. But some do not stand up well when compared to real life situations.