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Funds - Investment Profile
RobStaffs
Posts: 308 Forumite
Up until the 2010/11 tax year I tended to take out ISA's via my buidling society.Since then I started DIY fund selection using H_L's platform. 2010 investment was a lump sum at the start of the financial year with 2011/12 part of at monthly payment plan.
The IGNIS and AXA are two old ISA's I took out many years ago which I moved over the the H_L platform so the return on these only cover the last two years.I have had these for about 8 years and overall the return has been good.Now for the new tax year
I am looking at investing in a bit more risky funds.I am normally a cautious investor so I will spread the risk again with DD payments.Would appreciate any advice.. PS I also have an IGNIS Corporate Bond and an AXA fund not part of the H_L platform.Had these for about 6 years.
AXA IM Distribution Class R
25.60%
Mixed Investment 20-60% Shares
3.99
prior 2011
Ignis Managed Portfolio
24.40%
Mixed Investment 40-85% Shares
-0.88
prior 2011
Aberdeen Emerging Markets Class A
14.50%
Global Emerging Markets
5.65
2011/12
Hargreaves Lansdown Multi-Manager Balanced Managed Trust
14.50%
Mixed Investment 40-85% Shares
1.96
2010/11
Hargreaves Lansdown Multi-Manager Equity & Bond Trust
7.90%
Mixed Investment 20-60% Shares
6.62
2010/11
Aberdeen Managed Distribution Class A
7.60%
Mixed Investment 20-60% Shares
3.25
2011/12
Hargreaves Lansdown Multi-Manager Income & Growth Trust
5.50%
UK Equity Income
5.03
2010/11
ps apologies for the format of this.
The IGNIS and AXA are two old ISA's I took out many years ago which I moved over the the H_L platform so the return on these only cover the last two years.I have had these for about 8 years and overall the return has been good.Now for the new tax year
I am looking at investing in a bit more risky funds.I am normally a cautious investor so I will spread the risk again with DD payments.Would appreciate any advice.. PS I also have an IGNIS Corporate Bond and an AXA fund not part of the H_L platform.Had these for about 6 years.
AXA IM Distribution Class R
25.60%
Mixed Investment 20-60% Shares
3.99
prior 2011
Ignis Managed Portfolio
24.40%
Mixed Investment 40-85% Shares
-0.88
prior 2011
Aberdeen Emerging Markets Class A
14.50%
Global Emerging Markets
5.65
2011/12
Hargreaves Lansdown Multi-Manager Balanced Managed Trust
14.50%
Mixed Investment 40-85% Shares
1.96
2010/11
Hargreaves Lansdown Multi-Manager Equity & Bond Trust
7.90%
Mixed Investment 20-60% Shares
6.62
2010/11
Aberdeen Managed Distribution Class A
7.60%
Mixed Investment 20-60% Shares
3.25
2011/12
Hargreaves Lansdown Multi-Manager Income & Growth Trust
5.50%
UK Equity Income
5.03
2010/11
ps apologies for the format of this.
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