Zurich private steak holder pension

davidjcb1

Roughly over say 5 years of paying, how much greater should my pot be, compared to what I pay in ? Say I have put 20k into it.

davidjcb1

Linton wrote: »

For someone with minimal investment experience a Global Equity fund which invests in a wide range of comapnies around the world is a pretty sensible choice. My only concern with the one you have chosen is that 60:40 means 60% UK, 40% Rest of World which in my view is too much UK. Of the choices available the 40:60 fund should be better.

If you want to up the risk level a bit, which could be justified by the length of time you have until retirement, you could spice it up with a minor % in UK, US and European Small Companies. (say 5% in each as a starter).

Many of the other funds are more specialist, useful component if you were constructing a portfolio to a recipe you had determined. Others offer lower risk/lower return perhaps appropriate for someone older than you.

So perhaps put 80% into a fund less uk based then spread 20% in a few separate areas

Is there any good sites or ways of finding out how them various market area are performing ? For research.

Linton

If you are researching funds I find the best and easiest resource is https://www.trustnet.com. You can find the details and performance of any particular fund and sort funds matching particular criteria. Trustnet also provides a useful charting tool and a portfolio facility for dummy portfolios.

bigfreddiel

It always astounds me that youngsters can't spell!

fj