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Buying funds via direct debits
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Thanks.How would I get my risk score for my portfolio.All of my funds withthe exception of 2 are invested via the H_L Facility.
Risk is either something you analyse on research and experience or you use software to do or both (as software can lead to periodic flaws, especially on active managed funds which may be 80% invested in cash at the point the software analyses the fund but next week be 100% equity).
As individual, it is something you will learn as you DIY more.I am an Independent Financial Adviser (IFA). The comments I make are just my opinion and are for discussion purposes only. They are not financial advice and you should not treat them as such. If you feel an area discussed may be relevant to you, then please seek advice from an Independent Financial Adviser local to you.0 -
where do you think there is value at the moment in the emerging markets or active managed funds?I have been looking for a few hours on this.Tempted to buy funds that have a high profile in Brazil and Japan for different reasons.The former due to the world cup and olympics the latter because its a sure bet they will recover.Dont know whether to go for establshed performers in this area or new funds.Risk is either something you analyse on research and experience or you use software to do or both (as software can lead to periodic flaws, especially on active managed funds which may be 80% invested in cash at the point the software analyses the fund but next week be 100% equity).
As individual, it is something you will learn as you DIY more.0 -
Thanks.How would I get my risk score for my portfolio.All of my funds withthe exception of 2 are invested via the H_L Facility.
Trustnet provides a portfolio tool that allows you to determine various data about your portfolio, including setcor breakdown and and a risk score. Morningstar do something similar - and no doubt there are others. I have only had a play with the Trustnet site and have no experience of the Morningstar facility. But either could give you some pointers to the current risk score in your portfolio.
You will need to register with either site to be able to use them, but they are both a free service.
http://www.trustnet.com/Home.aspx
http://www.morningstar.co.uk/uk/Living for tomorrow might mean that you survive the day after.
It is always different this time. The only thing that is the same is the outcome.
Portfolios are like personalities - one that is balanced is usually preferable.
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