We'd like to remind Forumites to please avoid political debate on the Forum... Read More »
📨 Have you signed up to the Forum's new Email Digest yet? Get a selection of trending threads sent straight to your inbox daily, weekly or monthly!
Reviewing my pension funds
Options
Comments
-
I start with some assumptions over the long term (which may or may not be correct)
My core is large cap global, roughly MCSI World or similar
Up to 25% emerging markets can increase gains without increased risk
Up to 35% small company exposure can increase gains without increased risk
This leaves a lot of flexibility. Currently I am 50% global, 16% emerging and 34% smaller companies in my SIPP
Bonds to be introduced later
Thanks Prism. What funds/ETFs are you using, if you don't mind me asking. I'm interested as looking for inspiration in re-constructing my own portfolio.
And thank you to others who have sharedOur green credentials: 12kW Samsung ASHP for heating, 7.2kWp Solar (South facing), Tesla Powerwall 3 (13.5kWh), Net exporter0 -
Thanks Prism. What funds/ETFs are you using, if you don't mind me asking. I'm interested as looking for inspiration in re-constructing my own portfolio.
And thank you to others who have shared
All active funds at the moment, Fundsmith, Lindsell Train, Smithson, Montanaro better world. Stuff like that. Just as easy to do with passives though0 -
Thanks for the input everybody and for sharing your own portfolios etc, will try and find some time over the next couple of days to get mine planned using the x-ray tools to balance out the regions and industries.
Also planning to increase my salary sacrifice contributions when the portfolio has been sorted! :money:0
This discussion has been closed.
Confirm your email address to Create Threads and Reply

Categories
- All Categories
- 351.2K Banking & Borrowing
- 253.2K Reduce Debt & Boost Income
- 453.7K Spending & Discounts
- 244.2K Work, Benefits & Business
- 599.3K Mortgages, Homes & Bills
- 177.1K Life & Family
- 257.7K Travel & Transport
- 1.5M Hobbies & Leisure
- 16.2K Discuss & Feedback
- 37.6K Read-Only Boards