Buying some low cost investments for my mum
Posted: April 5th, 2019, 10:03 am
I'm investing in the remainder of an ISA allowance on behalf of my mum.
There is 17k to invest, so 5k has been invested in each of the two following funds already
Lindsell Train global equity acc.- ongoing charge 0.51% - Yield 1% - ex divi date 1st July paid 31 July
5yr performance cumulative = 153.79%
3 yr performance cumulative = 85.31%
1yr performance cumulative = 24.4%
HSBC FTSE 250 index class S acc. - ongoing charge 0.08% - Yield 3.06% - Ex divi date 16th May paid 15th July
3 yr performance cumulative = 24.5%
1yr performance cumulative = 4.03%
The Vanguard worldwide pays its divi today so we will wait and see if the price goes down a bit afterwards.
Also looking at ishares emerging markets.
Objective being an immediate bit of divi satisfaction for my dad to see it's working, and also aiming for some better than cash shorter term performance.
We would appreciate any good suggestions for the remaining 7k.
There is 17k to invest, so 5k has been invested in each of the two following funds already
Lindsell Train global equity acc.- ongoing charge 0.51% - Yield 1% - ex divi date 1st July paid 31 July
5yr performance cumulative = 153.79%
3 yr performance cumulative = 85.31%
1yr performance cumulative = 24.4%
HSBC FTSE 250 index class S acc. - ongoing charge 0.08% - Yield 3.06% - Ex divi date 16th May paid 15th July
3 yr performance cumulative = 24.5%
1yr performance cumulative = 4.03%
The Vanguard worldwide pays its divi today so we will wait and see if the price goes down a bit afterwards.
Also looking at ishares emerging markets.
Objective being an immediate bit of divi satisfaction for my dad to see it's working, and also aiming for some better than cash shorter term performance.
We would appreciate any good suggestions for the remaining 7k.