Global Funds

nxdmsandkaskdjaqd

I currently invest in these global funds (ISA's, Pension, SIPP's):

Fidelity Index World
L&G International Index Trust
Vanguard FTSE Developed World ex-UK Equity

I am looking for another place to park some money. The only reason is to spread the money around different institutions.

Is there another (Unit Trust) [possibly excluding the UK] institution that I could use?

A_T

HSBC FTSE All World Index fund

Alexland

None of your 3 funds have EM exposure so I second the HSBC FTSE All World and also suggest you consider the Vanguard Global All Cap in place of the Vanguard Dev ex-UK fund.

Alex.

nxdmsandkaskdjaqd

Alexland wrote: »

None of your 3 funds have EM exposure so I second the HSBC FTSE All World and also suggest you consider the Vanguard Global All Cap in place of the Vanguard Dev ex-UK fund.

Alex.

Im ok with the EM exposure as I have a specific fund for that area. Why Vanguard Global All Cap in place of the Vanguard Dev ex-UK fund?

Alexland

nxdmsandkaskdjaqd wrote: »

Im ok with the EM exposure as I have a specific fund for that area. Why Vanguard Global All Cap in place of the Vanguard Dev ex-UK fund?

Aah we didn't know that - do you also have funds that capture some of the smaller cap and UK shares? Although cheap, in isolation, the Dev ex-UK trackers from L&G and Vanguard leave you with a particularly high US large cap exposure. I did consider building a portfolio from multiple equity funds but figured the advantages of automatic rebalancing were worth the slight extra cost and we have enough investment accounts for it to be too much hassle.

I agree with you about spreading across other fund managers in different accounts and you may wish to consider an MSCI World ETF from Blackrock or Lyxor? This can be particularly attractive on platforms that cap their charges for exchange traded assets such as HL, AJ Bell or Fidelity. Lyxor has a lower fee than Blackrock but slightly higher spread on the initial purchase.

Alex