Successful fund selection is all in the timing

Posted by Paul Sutherland on Tue, Aug 21, 2012 @ 01:33 PM
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Tags: Investment funds, Better performance, ISA growth, Investment strategy, SIPP investing tips, Achieving your investment goals

Creating a lifetime income - The 5 steps

Posted by Stephen Sutherland on Tue, Aug 07, 2012 @ 01:00 PM

In the third blog of this series we'll look at 5 steps you can follow to create a lifetime income.

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Tags: Investment funds, Better performance, Investment strategy, Achieving your investment goals, Creating an income for life

Creating an income for life - Investing for growth

Posted by Stephen Sutherland on Thu, Aug 02, 2012 @ 01:00 PM

In the second blog of this series we'll look at how you can create an income for life by investing in growth funds.

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Tags: Investment funds, Better performance, Investment strategy, Achieving your investment goals, Creating an income for life

Creating an income for life

Posted by Stephen Sutherland on Tue, Jul 31, 2012 @ 12:57 PM

In this latest series of blogs we'll look at how you can create an income for life and enjoy a more comfortable retirement.

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Tags: Investment funds, Investment strategy, Achieving your investment goals, Creating an income for life

Is the extra cost of active fund management justified?

Posted by Paul Sutherland on Sat, Jun 09, 2012 @ 01:30 PM

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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Tags: ISA investing tips, Investment funds, ISA growth, Investment strategy

Investing in adventurous high growth funds

Posted by Stephen Sutherland on Thu, Jun 07, 2012 @ 04:05 PM

Many ISA and SIPP investors actively seek out adventurous high growth funds to form part of their portfolio. While these funds can be extremely volatile in the short-term, if you hold them over the long-term and choose well, they can reap impressive returns.

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Tags: Investment funds, Better performance, ISA growth, Investment strategy, Achieving your investment goals

Fund charges explained

Posted by Paul Sutherland on Tue, Jun 05, 2012 @ 01:30 PM

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.

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Tags: Investment funds, Investment strategy

Choosing the best ISA portfolio for you - Model portfolios for low to medium risk investors

Posted by Stephen Sutherland on Thu, Mar 15, 2012 @ 01:45 PM

We all have different attitudes to investment risk. Some people are willing to accept greater risk and volatility in the pursuit of higher returns. Other people are looking for less risk, while still aiming to achieve their personal financial goals.

The level of risk and volatility you face is directly linked to where your ISA portfolio is invested. In this post, we'll look at how medium to low risk investors can make a better informed decision around the percentage of their portfolio they use to aim for growth.

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Tags: ISA investing tips, Investment funds, Better performance, Better protection, Investment risk, Achieving your investment goals

HIRE CAR™ – How to quickly find quality investment funds

Posted by Stephen Sutherland on Wed, Feb 08, 2012 @ 02:10 PM

HIRE CAR™ is a screening tool I created to help me quickly find quality investment funds.

Funds are managed and controlled by a professional fund manager. The manager makes investment decisions on what companies to buy and what to sell.

When the market is healthy, my aim is to find the best fund manager using HIRE CAR™ as my guide. Here's a brief introduction to its track record.

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Tags: Investment funds, Better performance, Investment strategy

How to find quality investment funds for your ISA and SIPP portfolio

Posted by Stephen Sutherland on Tue, Jan 17, 2012 @ 10:24 PM

Today, I’d like to talk more about the third of my top ten tips for successful ISA investing, which is ‘Buy Quality Investment Funds’ (for more on my other nine tips, please just download our Top 10 Tips for Successful ISA Investing).

My aim is to invest when the market is healthy. When it’s unhealthy I stay in a cash-based fund to protect potential downside losses. The Fidelity ISA Cash Park is one I personally use.

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Tags: ISA investing tips, Investment funds