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ISA's need attention!!
socrates
Posts: 2,889 Forumite
February 2011 - I put monies plus previous years ISA into HL Funds as follows:
£5078 - Aberdeen Asia Pacific - current value £5225
£4449 - 1st State Global Res - current value £3477
£4439 - MFM Slater Growth - current value £4789
Overall a loss
I now need to plan my next move
My intentions are to put the present years limit into S&S ISA as well as the next years
I also have around £6k worth of Aviva shares - is it worth wrappping those up in an ISA - the process has been explained to me - I have held these for many years
I do not mind having my total fund divided by risk - into thirds - high, medium and low - but I really do need to get a grip on this portfolio and out it in order
Any suggestions are most welcome and greatly appreciated
£5078 - Aberdeen Asia Pacific - current value £5225
£4449 - 1st State Global Res - current value £3477
£4439 - MFM Slater Growth - current value £4789
Overall a loss
I now need to plan my next move
My intentions are to put the present years limit into S&S ISA as well as the next years
I also have around £6k worth of Aviva shares - is it worth wrappping those up in an ISA - the process has been explained to me - I have held these for many years
I do not mind having my total fund divided by risk - into thirds - high, medium and low - but I really do need to get a grip on this portfolio and out it in order
Any suggestions are most welcome and greatly appreciated
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