ISA performance tables / charts
ISA performance tables / charts
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Discussion

kkerr3

Original Poster:

87 posts

179 months

Sunday 19th March 2017
quotequote all
I am looking for league tables to see historic performance of ISA's over the last 5 years or so.

Any ideas where I can find these?

sidicks

25,218 posts

251 months

Sunday 19th March 2017
quotequote all
kkerr3 said:
I am looking for league tables to see historic performance of ISA's over the last 5 years or so.

Any ideas where I can find these?
You mean fund performance?
Hargreaves Landsdown have lots of data on their website, is this any good?
www.hl.co.uk

DoubleSix

12,559 posts

206 months

Sunday 19th March 2017
quotequote all
Does the general population still not understand that an ISA is a wrapper??

Nigel Lawson introduced the original PEP in 1986 and yet here we are 30 years on and people still aren't separating the investment from the tax wrapper....

Definitely time for financial education to be on the National Curriculum!

kkerr3

Original Poster:

87 posts

179 months

Sunday 19th March 2017
quotequote all
Yes, I should have been more specific: stock & shares / fund ISA

DoubleSix

12,559 posts

206 months

Sunday 19th March 2017
quotequote all
There are thousands upon thousands of funds you can choose from and a further infinite number of possible combinations of those funds you could place in an ISA.

Without wishing to be in any way rude I don't think you appreciate that the question itself is nonsensical.

You may wish to compare ISA wrappers on the basis of cost or individual funds on performance grounds (and cost!), but how you ultimately combine those could lead to a myriad of outcomes.



Edited by DoubleSix on Sunday 19th March 14:46

sidicks

25,218 posts

251 months

Sunday 19th March 2017
quotequote all
kkerr3 said:
Yes, I should have been more specific: stock & shares / fund ISA
What sort of stocks / shares managed against what benchmark?

davepoth

29,395 posts

229 months

Sunday 19th March 2017
quotequote all
DoubleSix said:
Does the general population still not understand that an ISA is a wrapper??

Nigel Lawson introduced the original PEP in 1986 and yet here we are 30 years on and people still aren't separating the investment from the tax wrapper....

Definitely time for financial education to be on the National Curriculum!
A lot of the big providers do help to muddy the water by saying "Just give us your money and we'll invest it for you", so that there is no effective difference between the wrapper and the investment.

That's probably a completely different class of investment from the "pick your own" style ISA.

sidicks

25,218 posts

251 months

Sunday 19th March 2017
quotequote all
davepoth said:
A lot of the big providers do help to muddy the water by saying "Just give us your money and we'll invest it for you", so that there is no effective difference between the wrapper and the investment.

That's probably a completely different class of investment from the "pick your own" style ISA.
They do tell you what they will be investing in and don't change it randomly!

Regardless, you need to compare the strategies versus the relevant benchmark - it's the underlying investments that are what is relevant!

Edited by sidicks on Sunday 19th March 19:42