One more IT for this years ISA...

rathernot

I've about £2.5k left in this years ISA allowance which currently looks like:

Fundsmith 25%
Lindsell Train Global Equity 25%
RIT Capital 25%
Shin Nippon 12.5%

There's plenty of cash in reserves and I'll be maxing out each year for plenty of years to come with plenty of opportunity to rebalance/adjust if required.

Where would your final 12.5% go? If you don't want to get into specific a specific IT then which sector?

BLB53

My vote would go to Scottish Mortgage.

Morphoton

My vote would be TR European Growth IT (TRG).

Disclosure: I hold both TRG and Shin Nippon.

bostonerimus

Are you limiting the choices to ITs? you could put that 12.5% into an open ended fund.

Thrugelmir

Are these your only holdings? As I wouldn't spread too thinly. If you've the conviction to purchase then be bold.

forextc

I'd go for Personal Assets Trust. A recommendation definitely not made on past performance.

ArchBair

How about. UK Smaller Company IT such as Blackrock or Henderson. They are both at around 10 per cent discount at the moment and the returns over the past 10 years have been very good.

StellaN

I would go for Jupiter European Opportunities IT.

MPN

It's an interesting mix of high conviction global funds in Fundsmith and LTGE. Then you would have to have paid quite a premium to buy RIT and Shin Nippon this year but going back to your question then I would second either a UK Smaller Companies IT such as Blackrock or Jupiter European Opps IT.

Linton

Having entered your portfolio in Morningstar Xray.....
1) You are seriously underweight in Europe and Asia Pacific (ex Japan)
2) You could do with more "Industrials"

Fidelity Asian Values and Jupiter European Opportunities would help fill the gaps - perhaps split 50/50

3) Your Japanese % is very high as Lindsell Train is 20% Japan. Suggest you cut back a bit on Shin Nippon and add it to the 12.5% split between Europe and AsiaPac.

Another area you could expand is small companies - your portfolio is a rather focussed on large companies. Fidelity Asian Values will help a bit. You could consider a European Smaller Companies fund, perhaps TR European Growth Trust instead of JEO.

MPN

Or maybe JPMorgan European Smaller Companies?