Orbis £100 match offer - Now Ended

Rheumatoid

mamabuddah wrote: »

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..

Sold out over the w/e. Only had @£180 in anyway so a massive swing, however unlikely, would not change my life

CatLady13

mamabuddah wrote: »

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..

I still have mine. I might save it for a rainy day, it might make me rich one day. I wonder how much it will be worth in 20 years time?!

Alexland

CatLady13 wrote: »

I still have mine. I might save it for a rainy day, it might make me rich one day. I wonder how much it will be worth in 20 years time?!

Close to zero if their past 12 months of performance continues :-) They have had an unfortunate run recently and it has caused them to reverse some of their previous outperformance.

CatLady13

Alexland wrote: »

Close to zero if their past 12 months of performance continues :-) They have had an unfortunate run recently and it has caused them to reverse some of their previous outperformance.

I won’t plan to retire on it just yet then!

SoozyJ22

I've just received my tax voucher from Orbis and I'm a bit confused. They show a gross amount with a 10% notional tax credit and I wasn't sure which amount I should be reporting to HMRC as last year was the first one I've received non-ISA dividends. However Googling seems to show that the notional tax credit was phased out in 2016 so I don't understand why it's there at all. Can someone confirm that the amount to report is the one in the 'Distribution' box?

Alexland

I believe you would report the first column Distribution which is the amount your received. It might be worth checking with them via customer services. For most people the amount will be so small and their affairs simple enough that they shouldn't need to report anything.

SoozyJ22

Thanks Alex. You're right that the amounts involved are very small but I wanted to be sure I'm aware of the right number to use if I do need to report now or in the future.

veryintrigued

18 months on and has anyone still have theirs?

I took a bit of a punt and put £150 away each month equally across the two funds and am £7 down at the moment.

Valuations tend to fluctuate wildly day to day!

Voyager2002

veryintrigued wrote: »

18 months on and has anyone still have theirs?

I took a bit of a punt and put £150 away each month equally across the two funds and am £7 down at the moment.

Valuations tend to fluctuate wildly day to day!

I still have mine but have not checked the valuation for ages. Maybe I will look at it when/if I retire...

Alexland

veryintrigued wrote: »

18 months on and has anyone still have theirs?

No, we earned £500 in bonuses across our 2 GIAs, 2 ISAs and JISA but the GIA money was ISA wrapped and the ISAs and JISA were transferred out (at a point where they were still showing positive investment return). The money is now in mostly passive investments.

Alex