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I know the mandate permits a minority allocation, but optically, I love that when asked what their best investment decison was in the last 20 years, a UK fund manager immediately mentioned investing in overseas names like Microsoft, Google, and Amazon
I can't get away from this fund recently. Pops up on screens, recieve emails about it, got a manager meeting booked in for next week, now its on my RU-vid feed
Interesting but not very helpful unless they describe how funds were invested in order to achieve those returns. Very few people can afford to invest the full ISA allowance each year. At current ISA contribution limits, investing £20k at the start of each year, a compound annual growth rate of 8% just scrapes into the £1m bracket. That ignores inflation, so the real-terms value would be much lower, or the returns must be increased to cover inflation as well.
Are you underweight international shares because returns are not helped by the 1.5% FX charge currently applied to international share deals (3% both ways)
S+P? I presume you mean 500, so that’s all one country, the previous comment RE MSCI world more relevant. Neither has any private equity though so something like this is about diversification, and should only be a small part of a diversified portfolio, with the majority being in a simple tracker/s.
so it is much more volatile than the MSCI world over a 5 year period whilst also significantly underperforming it. Concentrates risk in fewer (unlisted, less established) companies in a single region. Plus fees for a MSCI world fund are probably 0.1-0.15% and Panteon would be 1.5%... or am I missing something?
Bit confused the guy said he doesnt invest in the fund becuase his personal salary etc comes from managing the fund but later on in his answer he eluded to having monies in the fund. Hmmm
9:17 ok that’s crazy, not investing in your own fund is a non starter for me. Really glad II ask this, not always a clear answer when they say Yes but saying No is not good.
