New Employer Pension

lemon26

Bump! Any thoughts? Thanks, L

Linton

Some assorted thoughts.....

1) Global - If you are going to only invest in general Global funds then I see no reason not to use the Index fund, one should be sufficient. However I would have thought that any ambitious equity portfolio should include a specialist Far East (excluding Japan) fund.

2) Unfortunately none of the funds you list jump out as leaders in their sector with the exception of IP High Income which is highly regarded - though I could have missed something.

3) In UK you may find it worthwhile to include a small companies fund - small companies over the long term have a tendency to outperform the main index.

You can look at the performance history and other details of the funds here

lemon26

Hi Linton, thank you for your time and your thoughts!

I could go with 70% Aquila World ex-UK Index, 10% Aquila Pacific Rim Equity Index, 10% Baillie Gifford Emerging Markets, 10% Threadneedle UK Smaller Companies?

Would a 70:10:10:10 split be appropriate? I can be adventurous for probably the next 10-15 years (age 38-43) before maybe going more balanced or would it be better to be adventurous for longer?

Thank you once again! L