In our last post we looked at why we switched out of a fund that had returned 13.1% over the last 14 months. We channeled half of the proceeds (about 14.5% of our total portfolio) into our star performing fund and the rest into a new fund.
In this post we'll look at the performance of the other funds we own in the first financial quarter of the year.
Tags: Investment funds, Investment strategy, Investment news
On 9th March we switched out of a fund in our portfolio. The fund in question was the Fidelity India Focus fund and we channeled half of the proceeds (about 14.5% of our total portfolio) into our strongest fund, Fund A and the other half into a new fund, Fund D.
The Fidelity India Focus fund had had returned 13.1% over the last 14 months, so in this post we're going to explain why we made the switch.
Tags: Investment funds, Investment strategy, Investment news
In this series of posts, we're looking at how your can draw up a retirement savings plan, with the aim of enjoying comfortable and secure lifestyle later in life.
In this series of posts, we're looking at how your can draw up a retirement savings plan, with the aim of enjoying a comfortable and secure lifestyle later in life. Last time we looked at the first two steps of creating a retirement savings plan and the importance of factoring in inflation.
Tags: Retirement planning, Investment strategy, Achieving your investment goals
Most of the people we speak to are not looking to retire super rich and have an extravagant standard of living. Instead, they are looking for a more modest, comfortable, secure lifestyle. In this series of posts we're going to look at how you can draw up a retirement savings plan to meet that aim.
In this post we would like to share the story of Matthew Dorrington, an ISACO client.
Tags: Client stories
Recently I was interviewed by Holly Cook, Managing Editor of Morningstar. One of the subjects that Holly and I discussed was the outlook for the market.
Tags: ISA investing tips, ISA growth
Recently I was interviewed by Holly Cook, Managing Editor of Morningstar. One of the subjects that Holly and I discussed was the importance of fees and performance for ISA investors.
Tags: ISA investing tips, ISA growth
Recently I had the pleasure of being interviewed by Holly Cook, Managing Editor of Morningstar. In particular, Holly and I discussed ISA investment and over our next 3 posts we'll look at the points we covered in more detail.
Tags: ISA investing tips, ISA growth
The Retail Distribution Review (RDR) is a key part of the Financial Services Authority’s (FSA) consumer protection strategy. In this post we'll look at what investors need to know about The RDR.
Tags: Better protection
