sipp performance

Stargunner

How much did you have in it in March  because if you had £5k as an example snd then paid in £15k recently it will show a much less return on your total balance.

Linton

dannybbb said:

do you think its worth placing it elsewhere or stick with it?

Before moving your money you should find out why your returns dont appear to match what the statistics say for the past year.  Then you need to consider whether what you are invested in now is actually appropriate for your objectives.

The HSBC Global Strategy funds are among the best in their class in my view.  You are unlikely to get anything significantly better for the equivalent level of risk.

dunstonh

dannybbb said:

do you think its worth placing it elsewhere or stick with it?

Has anything changed since you choose it less than a year ago?

lisyloo

It sounds like what you are looking at is calculated as the growth divided by the current pot whereas you've put money in over the 12 months.

You need to look at whether your goals have changed.
Personally I use an IFA to guide me on this kind of stuff.
Some say otherwise but it certainly avoids the majority of bad decisions and scams.