Portfolio Clinic 

How do we choose between the many funds on offer?

Reader Portfolio

Daljit and his wife, 30 and 29

Description

Pensions and Isas invested in funds and shares, gold, residential property, cash.

Objectives

Buy new home worth about £1.5m, save money for school fees, find suitable investments and invest £2,000 a month, good income in retirement. 

<p>Pensions and Isas invested in funds and shares, gold, residential property, cash.</p>

These readers want a new home worth about £1.5m, to save money for school fees and invest £2,000 per month in suitable investments.

They should ensure that they are holding their assets tax efficiently

A global equities fund could form the core of their portfolio

To continue reading, subscribe today

and enjoy unlimited access to the following:

  • Tips of the Week
  • Funds coverage
  • Weekly features on big investment themes
  • Trading ideas
  • Comprehensive companies coverage
  • Economic analysis
Subscribe
Subscribe to Investors Chronicle

Subscribe today

Full access for just £3.37 a week:

• Tips and recommendations - to beat the market 
• Portfolio clinic & Mr Bearbull - build a well-planned portfolio 
• Expert tools - track and manage investments effortlessly
• Plus free delivery to your home or office

Subscribe Now