&me Investment performance

Alexland

granta said:

I received the &me cashback despite having MoneyFarm but they have let me withdraw early without penalty because of the move.

Aah well maybe I should have gone for it.

Overall, I've gained but would never return to robo investing.

Until perhaps the next cashback offer? There aren't really any left for me except for the unattractive friendly society products.

granta

Alexland said:

granta said:

I received the &me cashback despite having MoneyFarm but they have let me withdraw early without penalty because of the move.

Aah well maybe I should have gone for it.

Overall, I've gained but would never return to robo investing.

Until perhaps the next cashback offer? There aren't really any left for me except for the unattractive friendly society products.

Yes indeed! If a new provider with an appealing cashback over comes along, I will give it a go.

I think, given the likely fee structures, I would probably only go for ones like &me where you only have to trump up a small amount for a small cashback amount.
The days of putting 1000s into a robo provider are over for me as I've streamlined most holdings into a simple tracker portfolio (mainly thanks to the knowledge gained from helpful posters here including yourself)

masonic

I haven't had any incentive from Moneyfarm, so will be trying to get my account closed down before any migration takes place. I've probably got a dividend to come at the end of the month and then fingers crossed the process will be quick. 

No sign of any consolidated tax certificate yet, but I've scraped the transactions from the site and will have to assume they are all foreign dividends. Sadly no information provided of which holding they relate to.