Wots your current portfolio spread ?

robp

Wombat, do you get charged every time you switch between funds?

purch

He only looks about 40 so no reason to believe he will be retiring soon

:T

More top-notch research :rotfl:

P.S. I'd better not mention he's nearly 51, or that might spark more 'panic' :eek: selling of Neptune Funds

wombat42_2

robp wrote: »

Wombat, do you get charged every time you switch between funds?

I am with H&L and you need to make sure you are buying into an OIEC not a unit trust or you will be hit by "arrangement fees" of about 0.5%. Also fortunately for Allianz BRIC and Neptune Global Equity, H&L discount all the bid/offer spread but it is not always the case. I have been zapped by H&L fees in the past but I try to avoid them these days.

wombat42_2

purch wrote: »

:T

More top-notch research :rotfl:

P.S. I'd better not mention he's nearly 51, or that might spark more 'panic' :eek: selling of Neptune Funds

Well I only saw his mug shot.

ARRGHHH Oh dear now where should I switch my Neptune Global Equity money to :eek: :eek: :eek: :rotfl: :rotfl: :rotfl:

Maybe I should stick it all in the Heart of Africa fund :mad:

Of course even young fund mangers can get run over by buses.

Franko43

Portfolio – Got my CoFunds statement this morning, started last March and last fund bought in November, here are the results so far:

Invesco Perp High Inc +5%
Midas Balanced Income -1%
M&GRecovery A Fund +2.4%
Invesco Perp High Inc +5%
Gartmore China Opps +57%
Invesco Perp High Inc +3.2%
Neptune Russia +14%
SL Inv Select Property Funs -17%

Overall – it made a return of 8.1% in total. Property fund let me down a bagfull....ggrrr. Mida Balanced Income was also supposed to be very low risk..

munk

Liz_the_Whizz wrote: »

Yes, but often funds or investment houses become synonymous with their managers/directors.

Can't imagine Invesco Perpetual (High) Income without Neil Woodford - they must dread the day he hangs up his investment boots;) .

Afaik, Robin Geffin *is* Neptune isn't he (probably why he runs so many Nentpue funds:))? I was under the impression that he started up Neptune some time ago... let me find linkage

Here we go:

http://www.neptune-im.co.uk/Adviser/InvestmentTeam.aspx

There's a video on that page about how/why he set up Neptune.

cloud_dog

wombat42 wrote: »

OK guys - I have realised that Alliianz BRIC is too much of a risk and have basically retraced my steps.

I dont beleive it!!!! (said in a silly voice)

Oh, Wombat, you really need to decide on a strategy and then make investment decisions.

Weren't you the one warning me of - 'eggs' 'one' 'all' 'basket' 'in' 'your'?

Why not stay out of the market for a little bit, do some reasearch, decide what / where you want to be and invest.

So I reckon that Neptune Global Equity is a good fund to be in for the long term.

Is this a Wombat 'long term'???

cloud_dog

cloud_dog

wombat42 wrote: »

It is very difficult to decide when you have about 2000 funds to choose from, not only that you have to work out percentage allocations.

Not necessarily, use the research tools at hand. I beleive there is a link on this thread to a site that identifies your sector allocation. Over and above that, decide on the area / areas and use trustnet or citywire to evaluate which are the top performing funds, or even managers (novel idea I know).

I have learnt a lot along the way.

Hmmm, maybe, maybe not.

Inspite of a lot of chopping and changing I am still comfortably up on the last 12 months.

Again, for someone who has supposedly made a lot of money with your investments why don't you start to spread your investments around, different areas / diferrent themes?? Why only one / two funds????

As weird as this is going to sound I am getting frustrated by your investment logic and decisions and, its not even my money. :eek:

Anyway, thanks for the entertainment value, cloud_dog

wombat42_2

cloud_dog wrote: »

I dont beleive it!!!! (said in a silly voice)

Oh, Wombat, you really need to decide on a strategy and then make investment decisions.

Weren't you the one warning me of - 'eggs' 'one' 'all' 'basket' 'in' 'your'?

Why not stay out of the market for a little bit, do some reasearch, decide what / where you want to be and invest.

Is this a Wombat 'long term'???

cloud_dog

Keep your hair on :eek: :eek: I have just basically retraced my steps back to Neptune Global growth but ditched Artemis Global Growth.

I have been doing mega tons of research but with about 1500 available funds it aint exactly easy is it.

wombat42_2

cloud_dog wrote: »

Not necessarily, use the research tools at hand. I beleive there is a link on this thread to a site that identifies your sector allocation. Over and above that, decide on the area / areas and use trustnet or citywire to evaluate which are the top performing funds, or even managers (novel idea I know).

Hmmm, maybe, maybe not.

Again, for someone who has supposedly made a lot of money with your investments why don't you start to spread your investments around, different areas / diferrent themes?? Why only one / two funds????

As weird as this is going to sound I am getting frustrated by your investment logic and decisions and, its not even my money. :eek:

Anyway, thanks for the entertainment value, cloud_dog

You also have to monitor how different funds perform over time and respond to different market conditions.

That's the beauty of global funds - someone else works out the country / sector mix for you. However you still need to find a global fund that has a philosophy that you agree with and Neptune Global Equity pushes the right buttons for me. It makes life simple if you can have as few funds as possible.

You might work out your own sector / country fix using a variety of funds but you will most likely have to keep updating this mix as market conditions change. I am leavig this to the global fund manager.