We’d like to remind Forumites to please avoid political debate on the Forum.
This is to keep it a safe and useful space for MoneySaving discussions. Threads that are – or become – political in nature may be removed in line with the Forum’s rules. Thank you for your understanding.
📨 Have you signed up to the Forum's new Email Digest yet? Get a selection of trending threads sent straight to your inbox daily, weekly or monthly!
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
0
Comments
-
sorry to bump0
This discussion has been closed.
Confirm your email address to Create Threads and Reply
Categories
- All Categories
- 352.5K Banking & Borrowing
- 253.7K Reduce Debt & Boost Income
- 454.5K Spending & Discounts
- 245.5K Work, Benefits & Business
- 601.4K Mortgages, Homes & Bills
- 177.6K Life & Family
- 259.4K Travel & Transport
- 1.5M Hobbies & Leisure
- 16K Discuss & Feedback
- 37.7K Read-Only Boards