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How do we choose between the many funds on offer?

These readers find it difficult to work out which funds are worth investing in
How do we choose between the many funds on offer?

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

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. 

Portfolio type
Investing for goals

Daljit is 30 and his wife is 29, and they have a combined annual income of £150,000. Their home is worth £500,000 and has a mortgage of £400,000.

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