Cash Isa - where do I invest in stocks/shares
Discussion
Hello.
Got some stocks/shares Isa. Now got £15,500 to invest from my cash Isa what would you recommend.
Currently I have a Fundsmith Isa with about £80,000 in.
My wife has approximately £70,000 split between :-
Lindsell Train Global Equity - 42.7%
Standard Life Global Smaller Companies-34.6%
Barings Fund Managers Ltd Europe Select Class 1 - 22.1%
Old Mutual Global INV (onshore)Uk mid cap class R - 0.5%.
We current invest £500pcm each. Mine goes in to fundsmith. Wife’s into Lindsell.
I’m aware that I’m restricted where I can put my cash isa mine however quite happy to withdraw from myself and top up through my wife.
Here’s how they are doing. :-
Fundsmith Equity Fund T Class + 3.5%
Linsdell Train Global Equity + 7.07%
Baring Europe Select +3.47%
Standard Life Global Small Companies +5.26%
Old Mutual Uk Mid Cap -0.24%. ( only have £350.00 In fund )
We current invest £500pcm each. Mine goes in to fundsmith. Wife’s into Lindsell Train Global Equity.
Do I leave the £500.00 pcm as it is or distribute more ?
Secondly what do I do with the £15,500 cash isa .?
Note I don’t need axcess to the cash in immediate future.
I’m aware that I’m restricted where I can put my cash isa mine however quite happy to withdraw from myself and top up through my wife.
Bit of a long post but would appreciate your views as spread my wife’s allocation on previous advice.
Thanks
Mark
Got some stocks/shares Isa. Now got £15,500 to invest from my cash Isa what would you recommend.
Currently I have a Fundsmith Isa with about £80,000 in.
My wife has approximately £70,000 split between :-
Lindsell Train Global Equity - 42.7%
Standard Life Global Smaller Companies-34.6%
Barings Fund Managers Ltd Europe Select Class 1 - 22.1%
Old Mutual Global INV (onshore)Uk mid cap class R - 0.5%.
We current invest £500pcm each. Mine goes in to fundsmith. Wife’s into Lindsell.
I’m aware that I’m restricted where I can put my cash isa mine however quite happy to withdraw from myself and top up through my wife.
Here’s how they are doing. :-
Fundsmith Equity Fund T Class + 3.5%
Linsdell Train Global Equity + 7.07%
Baring Europe Select +3.47%
Standard Life Global Small Companies +5.26%
Old Mutual Uk Mid Cap -0.24%. ( only have £350.00 In fund )
We current invest £500pcm each. Mine goes in to fundsmith. Wife’s into Lindsell Train Global Equity.
Do I leave the £500.00 pcm as it is or distribute more ?
Secondly what do I do with the £15,500 cash isa .?
Note I don’t need axcess to the cash in immediate future.
I’m aware that I’m restricted where I can put my cash isa mine however quite happy to withdraw from myself and top up through my wife.
Bit of a long post but would appreciate your views as spread my wife’s allocation on previous advice.
Thanks
Mark
Xeny
Those % return figures - what kind of period are they covering? I know Fundsmith well enough to think it meaninglessly short?
Started beginning of April this year with £500pcm. Then moved my cash isa over on Ist September. Total Investment £77,683. Fund Value £80,444. So roughly 3.5% increase .
Mark.
Those % return figures - what kind of period are they covering? I know Fundsmith well enough to think it meaninglessly short?
Started beginning of April this year with £500pcm. Then moved my cash isa over on Ist September. Total Investment £77,683. Fund Value £80,444. So roughly 3.5% increase .
Mark.
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