Moving away from VLS and home bias

chockydavid1983

What are the best sites to view break down of funds in terms of large, mid and small cap companies please? I can break down by countries and sectors easily enough.

Audaxer

chockydavid1983 wrote: »

What are the best sites to view break down of funds in terms of large, mid and small cap companies please? I can break down by countries and sectors easily enough.

This Morningstar X-ray tool will show you the breakdown of large, medium and small caps:
http://tools.morningstar.co.uk/uk/xray/editholdings.aspx?LanguageId=en-GB

stardust09

I've had the VG Global Small Cap for a few years or so and it's done well for me (caveat that past performance isn't an indicator of future performance, blah, blah).

I also hold the VLS 60 and the Woodford Equity Income fund, so a mix of passive and managed.

chockydavid1983

Thanks @Audaxer, looks like that tool will be very useful for me.
Thanks @stardust09, yes that is a fund I'm considering adding to my current VLS 100/20 mix (mainly 100 atm) if I go that way.

Alexland

Are you sure Woodford is managed as it seems pretty chaotic and knee jerk desperate to me? It's a really good example of the Jack Bogle 'reversion to the mean' where even star fund managers eventually fail if they are in the game long enough.