If you read this article, learn a few lessons and promise you won’t forget to put them into practice, before doing exactly that, realise you are not alone: close to one-quarter of respondents to a recent FE Trustnet poll said they get around to rebalancing their portfolio less than once every two years. In this article on page 2, a selection of industry experts say that if you find yourself in this group, you should probably bite the bullet and consider paying the extra level of charges for a multi-manager fund. We thought that would get your attention…
Still on the theme of portfolio rebalancing, Sam Shaw explains why you should think about adding an investment trust to the mix if you are putting money away for the long term, while Adam Lewis shines a light on the AIC’s new Flexible Investment sector.
In the regular fund manager columns, Mark Martin reveals a stock he is backing in each of the three silos in his Neptune UK Mid Cap fund, while Apollo’s Ryan Hughes explains why he is using the Montanaro Equity Income fund to reflect his growing optimism on the UK economy.
Finally, John Blowers runs the rule over how Trustnet Direct’s new retirement centre can help you to plan each of the three main stages of saving for your pension.
As always, Trustnet Magazine is absolutely free. You do not even have to enter any details – simply click and begin reading.