Orbis £100 match offer - Now Ended

buyhighselllow

Alexland wrote: »

For a small amount of money you might as well tidy up. I intend to keep the fee-free JISA only.

Mamabuddah I have no idea if they will run the offer again.

Alex

Cheers for the initial heads up..Kerching ! :beer:

michaels

It is of course a tidy profit...but I don't think it has sold many of us on the merits of contrarian investing

Durban

I invested in April last year and am showing minus £198.

This includes the £100 bonus so minus £98 with just the £1000 that I put in

AlanP_2

Durban wrote: »

I invested in April last year and am showing minus £198.

This includes the £100 bonus so minus £98 with just the £1000 that I put in

The moral there is to restrict your investment to the MINIMUM required to gain the reward offered unless it is part of a planned approach when 1 year return is irrelevant :beer:

Why did you put a £1000 in?

fiisch

Durban wrote: »

I invested in April last year and am showing minus £198.

This includes the £100 bonus so minus £98 with just the £1000 that I put in

That's interesting - I have been using Orbis for mine and my daughter's JISA - we both started off with modest amounts (£450) and putting in even more modest amounts over the course of the year. We're both at around £1300, but each lost £50 (so net gain of £100 between us).


I also invested for my wife - £100, with occasional ad-hoc top-ups. She's showing a £20 loss over the year (so net £80 gain).


Guess it shows the importance of when to invest - I'm tempted to hold on to our investments with Orbis a bit longer to see what this year brings, although I'll probably cash in the wife's as we're not contributing enough to justify 2x ISAs, although I'll be increasing this in the new tax year to £250 p/m.


Of course, there was also the £20-worth of Amazon vouchers my wife and I got from Orbis for the review, so despite the fund performance I'm pretty happy!

Durban

AlanP wrote: »

The moral there is to restrict your investment to the MINIMUM required to gain the reward offered unless it is part of a planned approach when 1 year return is irrelevant :beer:

Why did you put a £1000 in?

Actually , I have just had another look. It was just over £3000 that I put in. I transferred a Nutmeg ISA over to it. I couldn't open a new one as had already opened an ISA that year so transferred an existing one. I will just keep it in there until it makes enough of a profit.

Lungboy

I want to transfer my Orbis equity ISA to an HL LISA, am I best just selling the Orbis fund and transferring cash, or transferring the Orbis fund over? Is the latter even possible?

AlanP_2

Lungboy wrote: »

I want to transfer my Orbis equity ISA to an HL LISA, am I best just selling the Orbis fund and transferring cash, or transferring the Orbis fund over? Is the latter even possible?

Do HL offer Orbis funds, is there a list on their website?

Alexland

Orbis are not on HL but you can get them on AJ Bell YouInvest who also offer LISAs. Although the LISA comes with the 25% bonus you would end up paying a 0.25% AJ Bell platform fee and £1.50 per fund trade.

I wish they were on HL as I use the app to track our other ISA, LISA and SIPP investments on various platforms.

mamabuddah

Anyone withdraw and close yet?

Does anyone think the market will change after 29th, worth holding on or get out now (it’s just a whimsical question, not looking for financial advise as such...just curious)

Thanks for the heads up a year ago..