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Funds invested with HL,Skandia & Fidelity
redmalc
Posts: 1,436 Forumite
Hi All,
I have approx 33K Invested in funds with HL,43K with Skandia and 26K with Fidelity,they have all been there a number of years,is there any benefit of consolidating them all with one company.
If so any advice would be welcome
I have approx 33K Invested in funds with HL,43K with Skandia and 26K with Fidelity,they have all been there a number of years,is there any benefit of consolidating them all with one company.
If so any advice would be welcome
0
Comments
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Main benefit I could see is if there is a lower percentage fee dependent on how much money you have invested. Other than that ease of use perhaps.0
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Yup as Jem says much easier portfolio analysis and transfer possibilities. You might like to wait a little to see how the current round of cost models changes though. Could be greater savings to be made from consolidation in the future.
Just a thought I also use trustnet just to analyse my consolidated portfolio. Gives different timings of updated prices (quicker than hl for example) and allows you to split your holdings as you like.
:beer:I believe past performance is a good guide to future performance :beer:0
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