Recently we looked more closely at the fund charges faced by investors. In this post we'll consider whether the cost of active fund management can be justified when compared to the charges made by passive funds.
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In this post we'll look more closely at fund charges. Perhaps surprisingly, in a recent 32-page report, Promoting Trust and Transparency in the UK Investment Industry, SCM Private reported that only 19% of investors know what they pay in fund management fees. However, the survey also revealed that 89% of savers and investors would like fund managers to disclose a full breakdown of their fees.
In this post, we'll look at how medium to low risk investors can choose the percentage of their portfolio they use to aim for growth, so they can create the best SIPP portfolio for them.
Tags: Better protection, Investment strategy, SIPP investing tips, Achieving your investment goals
Investment means introducing risk to your money. This is not necessarily a bad thing, as increased risk can help you grow your cash. But, conversely, there is the possibility that you could lose some, or all, of your money.
If you're ready to invest, here are four key activities to consider first.
Please talk to your financial adviser about risk and its implications on your finances.
You can't plan financially without understanding investment risk. Many people, when they hear about 'risk', think automatically about the chance of being defrauded or not getting all their money back. This 'capital' risk is important, but it isn't the only type.
Tags: Better protection, Investment strategy, Investment risk, Achieving your investment goals
Junior ISAs were launched in November last year. One of the questions that we're often asked by parents is how do Junior ISAs differ from Child Trust Funds? In this post we'll look at this subject in more detail.
Tags: Junior ISAs
How is your SIPP portfolio performing? If you're not satisfied with how your SIPP portfolio has been acting over the last few years, help is at hand because today I’m going to share with you how you may be able to give your SIPP portfolio a much needed boost.
Junior ISAs were launched in November 2011. They can give your child or grandchild a head start in life and provide an excellent tax-efficient way of saving for their future.
Tags: Junior ISAs
There aren't many ways to keep your money away from the the taxman, but an Individual Savings Account (ISA) is one way of doing it. In this post we'll look at the tax advantages of ISAs and how they can dramatically benefit investors.
Tags: ISA investing tips, Better performance, Achieving your investment goals
Many people are unsure what to look for in an investment adviser. Today, I wanted to share three key values that I see as central to any successful client-adviser relationship.
