Research going nowhere!

mears1

Could anyone suggest the names of any funds or trackers that can complement a  40% global tracker portfolio, in a diversifying way that is low cost? As a buy and hold strategy for 15 years, risk rating 5 or 6.  

GeoffTF

A global tracker fund is as diversified as you can get for an equity portfolio. You could diversify further by adding a bond fund.

eskbanker

mears1 said:

Could anyone suggest the names of any funds or trackers that can complement a  40% global tracker portfolio, in a diversifying way that is low cost?

Do you mean that you've decided that 40% of your portfolio will be a global (equity?) tracker, without deciding what to do with the other 60%?  To complement the tracker really needs some idea of what the overall target allocation looks like....

mears1 said:

risk rating 5 or 6

On what scale?

mears1

yup, was going to go mostly passive global equity as easier, with a few managed fund.
5 and 6 out of 6.

eskbanker

mears1 said:

yup, was going to go mostly passive global equity as easier, with a few managed fund.

Do you want to be wholly in equities or are you looking to add bonds or the like?

If the former, what specifically do you need over and above a single passive global equity tracker?

If the latter, would a single multi-asset fund fit the bill?

If you feel you need multiple funds to achieve your objectives, why is that?

tebbins

So you're looking for some suggestions for actively managed funds to occupy what % of the portfolio, and why? I.e. what has led you to this decision?
A good global equity tracker is about as diversified as it gets in the world of equities. However if you're seeking something 'different' that is still equity but less correlated, UK mid and small cap funds, infrastructure and real estate funds are popular additions I can think of of the top of my head. UK mid and small cap equity tends to be less correlated with UK large cap and global equity, than UK large cap and global equity are correlated with each other.
What is your objective with this money, what are you hoping to achieve with it?

Voyager2002

I hear that Twitter has just gone up, so now might be a good time to buy.

mears1

eskbanker said:

mears1 said:

yup, was going to go mostly passive global equity as easier, with a few managed fund.

Do you want to be wholly in equities or are you looking to add bonds or the like?

If the former, what specifically do you need over and above a single passive global equity tracker?

If the latter, would a single multi-asset fund fit the bill?

If you feel you need multiple funds to achieve your objectives, why is that?

All equities in either a passive tracker that or multi-asset fund that tracks/covers commodities or utilities, anything that does well in spite of inflation. If such a tracker/fund exists.  

By using just 1 tracker fund, isn't it putting all your eggs in one basket, even though it is supposed to be well diversified? So many of the posters seem to have more than 1 fund in their portfolio!

mears1

tebbins said:

So you're looking for some suggestions for actively managed funds to occupy what % of the portfolio, and why? I.e. what has led you to this decision?
A good global equity tracker is about as diversified as it gets in the world of equities. However if you're seeking something 'different' that is still equity but less correlated, UK mid and small cap funds, infrastructure and real estate funds are popular additions I can think of of the top of my head. UK mid and small cap equity tends to be less correlated with UK large cap and global equity, than UK large cap and global equity are correlated with each other.
What is your objective with this money, what are you hoping to achieve with it?

About 20-30%. This is to invest and leave for a long term. Would like to achieve growth, not an income. Have come across some infrastructure funds but the charges are high. Alternative energy, insulation etc, must show some growth too, if there was a passive fund for this, that would be ideal. The press has suggestions for some funds that are not so affected by inflation, but  put off by their past performance which have been quite low (despite higher charges) compared to trackers (although, this is not indicative, but still a factor to consider)

GeoffTF

A global equity tracker includes every equity except unquoted investments, or equities that are not investable at all. You do not need anything else.

ColdIron

GeoffTF said:

A global equity tracker includes every equity except unquoted investments, or equities that are not investable at all. You do not need anything else.

Are you sure about that?