With ISA season upon us, many of you will be thinking about how to use up your tax-free allowance. However, it is worth giving your portfolio the once-over before you make any more investments to ensure it is still well placed to help achieve your original aims. This month’s cover feature in Trustnet Magazine sees Hannah Smith walk through how to do this.
The enormous sums of money that fund management groups throw at advertising during ISA season means many people make their first investment around this time of year. In the magazine’s other featured articles this month, Sam Shaw reveals why this shouldn’t be in individual shares, while Anthony Luzio finds out that even setting someone up with a practice portfolio comes with its own risks.
This month’s sector focus falls on IA Sterling Strategic Bond, as Adam Lewis writes that it could probably be split into four further sub-sectors, so little do many of its funds have in common with one another.
In the magazine’s regular columns, John Blowers wonders why his prediction that the platform industry would be disrupted by fund management groups was so wide of the mark, Mark Chadwick of the SVS Dowgate Wealth UK Small Cap Growth fund names three stocks that offer exposure to the burgeoning big data market, and RBC Brewin Dolphin’s David Cadwallader reveals why Schroder European Recovery could be a surprise beneficiary of China’s reopening.
As always, Trustnet Magazine is free – you do not even have to enter any details. Simply click here to start reading, then click the arrow pointing down on the left-hand side of the screen if you want to download the PDF.