Funds Question

Gareth2020

So I have now opened up a Stock and Shares ISA and have started looking into the world of funds. I have read here about going for larger global funds as per the risk factor which I don't mind about 

Any funds out there I can look at? I am also using the Halifax Stocks and Shares ISA

bostonerimus

Start with multi-asset funds from companies like HSBC and Vanguard. Something like the VAnguard Life Strategy range is a good bet. There are several versions with different ratios of equities to bonds that you can choose.

jennyjj

Gareth2020 said:

So I have now opened up a Stock and Shares ISA and have started looking into the world of funds. I have read here about going for larger global funds as per the risk factor which I don't mind about 

Any funds out there I can look at? I am also using the Halifax Stocks and Shares ISA

Check out funds by fundsmith 
https://www.trustnet.com/factsheets/o/lsx3/fundsmith-equity
and Lindsel Train
https://www.trustnet.com/fund/search/lindsel
Both have served me well.
Indeed use Trustnet.com to do all sorts of fund analysis

JJ

poppy10_2

jennyjj said:

Gareth2020 said:

So I have now opened up a Stock and Shares ISA and have started looking into the world of funds. I have read here about going for larger global funds as per the risk factor which I don't mind about 

Any funds out there I can look at? I am also using the Halifax Stocks and Shares ISA

Check out funds by fundsmith 
and Lindsel Train
Both have served me well.

Past performance is no guide to future returns
Train himself has said to expect lower returns from his fund going forward
Best to stick to cheaper passive funds/Lifestrategy

Prism

I would watch a couple of the shareholders meetings videos at https://www.fundsmith.co.uk/tv and decide yourself if you prefer this kind of approach or passive funds instead. 

Albermarle

If you are not investing a huge amount of money then it might be easier just to pick one of Halifax's own Managed growth funds .
The charge is 0.5% 

aroominyork

Prism said:

I would watch a couple of the shareholders meetings videos at https://www.fundsmith.co.uk/tv and decide yourself if you prefer this kind of approach or passive funds instead. 

Not sure I agree with that advice. As a novice (or indeed for many experienced investors, I would think) it's hard not to be impressed by The Terry Smith Show. But it should only be one small part of your decision making process.

dales1

Prism wasn't pushing Smith at all !!

He was responding (with caution) to jennyjj who was pumping fundsmith (and Train).

Prism

aroominyork said:

Prism said:

I would watch a couple of the shareholders meetings videos at https://www.fundsmith.co.uk/tv and decide yourself if you prefer this kind of approach or passive funds instead. 

Not sure I agree with that advice. As a novice (or indeed for many experienced investors, I would think) it's hard not to be impressed by The Terry Smith Show. But it should only be one small part of your decision making process.

Shrug, its where I first started. Its interesting to hear the point of view of the manager of the UKs biggest fund and then decide if its for you or not. I'm sure someone else will post the Lars Kroijer vids for another point of view

Prism

dales1 said:

Prism wasn't pushing Smith at all !!

He was responding (with caution) to jennyjj who was pumping fundsmith (and Train).

To be fair I invest in Fundsmith and agree with Jenny thats its worth a look - the OP did ask for funds he could look at

poppy10_2

Prism said:

aroominyork said:

Prism said:

I would watch a couple of the shareholders meetings videos at https://www.fundsmith.co.uk/tv and decide yourself if you prefer this kind of approach or passive funds instead. 

Not sure I agree with that advice. As a novice (or indeed for many experienced investors, I would think) it's hard not to be impressed by The Terry Smith Show. But it should only be one small part of your decision making process.

Shrug, its where I first started. Its interesting to hear the point of view of the manager of the UKs biggest fund and then decide if its for you or not. I'm sure someone else will post the Lars Kroijer vids for another point of view

If you'd listened to Woodford three years ago you would have lost half your money