Financial advisors for index tracker funds

Financial advisors for index tracker funds

Author
Discussion

cqueen

Original Poster:

2,620 posts

221 months

Thursday 29th June 2017
quotequote all
Hi, I would like to create an index tracker investment portfolio. But as I'm a newb to this I would like a professional to help me get set up. Can someone advise me where to find an advisor? Sure I could just google 'financial advisor', but heck I have no idea if they would be any good or rip me off.

Thanks

cqueen

Original Poster:

2,620 posts

221 months

Thursday 29th June 2017
quotequote all
Ah ok, I thought it would be good to get some advice on what to go for, UK only or USA or? So many options I kinds get lost.
Thanks

cqueen

Original Poster:

2,620 posts

221 months

Friday 30th June 2017
quotequote all
Thanks, I'm still struggling though. I looked through that trustnet website but I have no clue what I'm looking at. I need someone to explain to me exactly how to research and make a good choice.

cqueen

Original Poster:

2,620 posts

221 months

Friday 30th June 2017
quotequote all
Ok so for example, on vanguard they have the 'FTSE All Share Index'. The last 5 year shows 3 very good years, one flat and one -1%. Averaged out it's about 10% return. I'd be happy with that - so do I just buy? I feel like I haven't done enough digging. P.s. Annual fee of 0.08%.

cqueen

Original Poster:

2,620 posts

221 months

Friday 30th June 2017
quotequote all
I'm in Norwich, have £15k to start plus small monthly top ups.

cqueen

Original Poster:

2,620 posts

221 months

Friday 30th June 2017
quotequote all
Ok can you suggest good places to read up on? I've read plenty on 'why', but very little on 'how'.
Thanks

cqueen

Original Poster:

2,620 posts

221 months

Friday 30th June 2017
quotequote all
On vanguard here there is a list of all the index funds. My assumption at this point is that I should split my cash into maybe 5(?) different funds, some low risk, some high? then just hold out for 20+ years

cqueen

Original Poster:

2,620 posts

221 months

Friday 30th June 2017
quotequote all
sidicks said:
If you have a 20-year investment horizon, you can afford to take more risk.
So do you mean buy more of the 5/6 risk rated funds? Presumably across the globe. Also why is there only one fund with a fee of 0.08% and the rest are all sorta 0.5%?

cqueen

Original Poster:

2,620 posts

221 months

Saturday 8th July 2017
quotequote all
Mezger said:
Performance so far is VUKE up 5.2% (not including Dividends), VWRD 7.8% (not including Dividends)
IGLS - (.79%)
I'm trying to find these on vanguard, can you provide a link? Thanks smile