£1500 to invest

Dan-Dan

Hi All

I have £1500 I can afford to invest mid to long term, my bank NatWest has an `adventurous` fund I was thinking of going with, and plan to fund it £50-100 p/m depending 

Is there any other options I could look at

Well aware its peanuts to most! 

Thanks

 

Eyeful

1. Read these:
https://monevator.com/best-global-tracker-funds/
https://monevator.com/passive-fund-of-funds-the-rivals/

2. This maybe of interest:
https://www.kroijer.com/

Eyeful

1. NatWest says this is an active fund. Most active funds fail to the bet a simple global market index like the FTSE All-World Index.


2. The On going charge is 0.38% capped at 0.40%, which to me is high for what it does.

3. As a comparison
VWRL which is an ETF, that simple follows the FTSE All-World Index only costs 0.22%.
 HMWO which is an ETF that simple follows the MSCI World Index only cost 0.15%.

While the HSBC FTSE All World Index Fund only charges 0.13%.

Any of the above could be considered "Adventurous."

Dan-Dan

Thank you that`s really helpful 

Albermarle

Dan-Dan said:

Hi All

I have £1500 I can afford to invest mid to long term, my bank NatWest has an `adventurous` fund I was thinking of going with, and plan to fund it £50-100 p/m depending 

Is there any other options I could look at

Well aware its peanuts to most! 

Thanks

 

Normally it is better to invest using a Stocks and shares ISA, as it saves tax and admin. ( just in case you were not planning to do that)