We’d like to remind Forumites to please avoid political debate on the Forum.

This is to keep it a safe and useful space for MoneySaving discussions. Threads that are – or become – political in nature may be removed in line with the Forum’s rules. Thank you for your understanding.

📨 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!

Satellite investments: Real estate, smaller & mid-sized cap

Dear all,
Looking to put a small amount into a couple of satellite funds that focus on Real Estate and Mid Cap equity (effectively missing from my core portfolio). Have narrowed things down to the following:
Real estate -
L&G Global Real Estate Div Index I Acc
Mid cap -
AXA Framlington UK Mid Cap Z GBP Acc
ASI UK Mid-Cap Equity I Acc
In respect of mid-cap, I'm working on the assumption that, post-Covid, there will be efforts to stimulate business at all levels in the UK (also looking at Standard Life UK Smaller Companies Trust (SLS)). Have 
Just wondered on members' thoughts.
Thanks

Comments

  • If you're going for a real estate index fund why not a mid cap index fund like VMID or a global small cap index fund?
  • If you're going for a real estate index fund why not a mid cap index fund like VMID or a global small cap index fund?
    Thanks. The VMID looks good. I had perhaps the unreasonable aversion to Vanguard for the mid-cap as a large part of my portfolio is with them and I did post recently if this (having a large amount with one provider) was a potential risk. Anyway, that's off-topic somewhat. The VMID also looks to have good smaller-cap coverage (had pencilled in Standard Life UK Smaller Companies Trust (SLS)). Thanks for the suggestion.
    Re global small cap, already have JP Morgan US Small Cap, which has done quite well, so sort of have that covered (but not the UK). 
    Thanks.

Meet your Ambassadors

🚀 Getting Started

Hi new member!

Our Getting Started Guide will help you get the most out of the Forum

Categories

  • All Categories
  • 351.7K Banking & Borrowing
  • 253.4K Reduce Debt & Boost Income
  • 454K Spending & Discounts
  • 244.7K Work, Benefits & Business
  • 600.1K Mortgages, Homes & Bills
  • 177.3K Life & Family
  • 258.4K Travel & Transport
  • 1.5M Hobbies & Leisure
  • 16.2K Discuss & Feedback
  • 37.6K Read-Only Boards

Is this how you want to be seen?

We see you are using a default avatar. It takes only a few seconds to pick a picture.