Core funds to add to VLS/HSBC Balanced

eskbanker

Just as long as OP steers away from 'insider tips' to buy into Brussels sprouts, the ultimate 'pump and dump' investment....

DireEmblem

How about adding something like MERI
investment has trust?

The only thing I would say is keep your satellites no more than 20% of your portfolio total.

Another_Saver

Shocking_Blue said:

Hi All,
I'm looking for some funds to complement my existing blended/balanced VLS and HSBC core funds. At the moment I'm adding some satellite funds (tech/green energy) but will shortly need some funds to add the core (so less risky than the sat funds but still with potential - can be 100% equity).
I've seen the following mentioned a time or two, and they seem sensible:
FTSE Global All Capital Index Fund
FTSE All-World UCITS EFT
Wondered if there were any ideas beyond these in the context of the above.
Thanks.

These two funds are almost identical, and essentially duplicate the equity component of your VLS and HSBC funds (if you're talking about HSBC multi-asset funds).
The FTSE All World buys all the world's large and mid size companies, about $50 trillion of market cap.
The FTSE Global All Cap also buys all the world's small companies, about another $5 trillion market cap.
The difference in performance is likely to be unnoticeable in the long-run.
You really do not need to add any more funds to your core. 1 is enough (although it helps to have 2 from different fund houses in case of problems either VG or HSBC).
And personally I disagree with the core and satellite approach, I consider my entire portfolio as the "core".

csgohan4

Another_Saver said:

Shocking_Blue said:

Hi All,
I'm looking for some funds to complement my existing blended/balanced VLS and HSBC core funds. At the moment I'm adding some satellite funds (tech/green energy) but will shortly need some funds to add the core (so less risky than the sat funds but still with potential - can be 100% equity).
I've seen the following mentioned a time or two, and they seem sensible:
FTSE Global All Capital Index Fund
FTSE All-World UCITS EFT
Wondered if there were any ideas beyond these in the context of the above.
Thanks.

These two funds are almost identical, and essentially duplicate the equity component of your VLS and HSBC funds (if you're talking about HSBC multi-asset funds).
The FTSE All World buys all the world's large and mid size companies, about $50 trillion of market cap.
The FTSE Global All Cap also buys all the world's small companies, about another $5 trillion market cap.
The difference in performance is likely to be unnoticeable in the long-run.
You really do not need to add any more funds to your core. 1 is enough (although it helps to have 2 from different fund houses in case of problems either VG or HSBC).
And personally I disagree with the core and satellite approach, I consider my entire portfolio as the "core".

I think the concept with satellites is smaller amounts invested in perceived higher risk areas such as EM, small caps, e.t.c