ISA Allowance - Indian & North American Funds?

MPN

Just been informed on another thread of another worrying aspect of my investments with SJP.

UKMoneySite have published a totally bad report on the overall under performance of SJP funds which is frightening! I thought they were doing OK but obviously not!

bigadaj

MPN wrote: »

Just been informed on another thread of another worrying aspect of my investments with SJP.

UKMoneySite have published a totally bad report on the overall under performance of SJP funds which is frightening! I thought they were doing OK but obviously not!

Depends on what you ae comparing them with really.

Fund performance can be reviewed on Morningstar and trustnet for a general review, but the poorer providers often don't subscribe so the information can be limited.

MPN

As it happens my SJP Partner called me to arrange our annual meeting and I just mentioned the UKMoneySite review/slating and no surprise and naturally he said it was incorrect and totally biased! Does anybody know if UKMoneySite is a reliable source?

racey

MPN wrote: »

As it happens my SJP Partner called me to arrange our annual meeting and I just mentioned the UKMoneySite review/slating and no surprise and naturally he said it was incorrect and totally biased! Does anybody know if UKMoneySite is a reliable source?

I would be interested to know the answer to that too.
UKMoneySite have produced a report on my portfolio saying it is mainly invested in poor or mediocre performing funds. They have offered to discuss possible improvements and I am waiting to hear what they will charge for this.
It would be interesting to hear from anyone one with experience of their services.