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Where MSErs have invested their ISAs...
A_Flock_Of_Sheep
Posts: 5,332 Forumite
I read a short article on HL where some of their experts were telling where they were investing their S&S ISA money.
Thought it might be nice to continue the article with an MSE spin.
So where are our resident investors putting their wonga?
For me I first came to S&S ISAs just over a year ago and had a bit of reckless time until I started researching a bit. But my money is invested in:
Vanguard Life Strategy 60% Equity (recent change from 100%)
Edinburgh Investment Trust
Ishares MIDD FTSE 250 tracker
Unicorn UK Income
Miton Smaller Companies
UU. United Utilities Shares £1,000
BAB Babcock Plc Shares £1,000
Have also been thinking of some shares in Provident Financial.
Thought it might be nice to continue the article with an MSE spin.
So where are our resident investors putting their wonga?
For me I first came to S&S ISAs just over a year ago and had a bit of reckless time until I started researching a bit. But my money is invested in:
Vanguard Life Strategy 60% Equity (recent change from 100%)
Edinburgh Investment Trust
Ishares MIDD FTSE 250 tracker
Unicorn UK Income
Miton Smaller Companies
UU. United Utilities Shares £1,000
BAB Babcock Plc Shares £1,000
Have also been thinking of some shares in Provident Financial.
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Comments
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Topped up all my existing holdings but this year I've had more focus on emerging markets and pacific. Hopefully the contrarian in me will do well from that!Remember the saying: if it looks too good to be true it almost certainly is.0
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Some that I've added to this year:
Aberdeen Latin America
HSBC Pacific Index
HSBC US Index
HSBC Japan Index
Neptune Russia
BlackRock Emerging Market TrackerRemember the saying: if it looks too good to be true it almost certainly is.0 -
Some that I've added to this year:
Aberdeen Latin America
HSBC Pacific Index
HSBC US Index
HSBC Japan Index
Neptune Russia
BlackRock Emerging Market Tracker
You have some quite exotic investments simmering away there. Mine are not quite so fancy as you can see in my list.
But my Life Strategy fund which is my largest holding now covers US, Japan, and Emerging Markets. I don't think it covers Russia though?0 -
UK, US, Japan, Pacific ex Japan, Continental Europe ex UK trackers, UK Gilt tracker, Global Property tracker.0
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Three separate ISA pots...
His & hers ISAs of higher risk funds for long term growth
- Small Companies in UK, US, EU, Japan
- EM
- Resources
- Themes: Tech, health, Finance
- EU value
Income Portfolio
- 23 high dividend UK FTSE350 companies
- funds for EU, EM and Asian income0 -
These are the ones I've been drip feeding into, and will be again once the transfer process has completed (although I'm not sure if I'll be able to with First State due to its soft closure). Maybe that looks quite aggressive, but it's for the long term and accounts for less than 10% of net worth.
1st State Global Emerging
Franklin UK Mid
Marl UK Micro
Newton Asian
Ignis European Smaller Co
Inv Perp Emerg Count
In Perp HK China
JPM US Small CoIANAL etc.0 -
I'm letting Nutmeg invest mine although my alternative would have been the Vanguard Life Strategy 60% Equity that you have.0
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In my S&S ISA, I have
1 HSBC FTSE 250 18.0% 2 Aberdeen Emerging Markets 12.8% 3 AXA Framlington Biotech 12.1% 4 Marlborough Special Situations 9.9% 5 Jupiter India 9.7% 6 GLG Technology Equity 9.1% 7 Standard Life Inv Global Smaller Comp 8.2% 8 Royal Mail 6.9% 9 BlackRock North American Tracker 6.7% 10 BlackRock Gold & General 6.5%
I have been adding to the top 4 on a monthly basis over the last year. I'm looking at putting a lump sum in before the end of the tax year but haven't decided how much or how to allocate it yet0 -
A_Flock_Of_Sheep wrote: »You have some quite exotic investments simmering away there. Mine are not quite so fancy as you can see in my list.
But my Life Strategy fund which is my largest holding now covers US, Japan, and Emerging Markets. I don't think it covers Russia though?
That's only this year's contributions which I'm rebalancing. As well as these I do have around 50% of my portfolio in UK trackers and income/value funds.
If it covers Emerging markets then it will almost certainly have an element of Russion in there.Remember the saying: if it looks too good to be true it almost certainly is.0
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