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Old 09 January 2006, 08:04 PM
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Deep Singh
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Default Which Isa fund?

Need to sort this out before April deadline. I'm bewildered by the choice, there are frigging millions of em!! I know what sectors I want to go for ie Asia, Europe etc but how the hell do I choose some without spending a zillion hours on it????
Old 09 January 2006, 08:14 PM
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Ted Maul
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fidelity is always a good bet. very solid managers there
Old 10 January 2006, 09:24 AM
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Fidelity Special Situations
Annualised growth 04/01/2002 - 06/01/2006 = 16.14%
Annualised growth 08/01/1999 - 06/01/2006 = 18.73%

Fidelity European
Annualised growth 04/01/2002 - 06/01/2006 = 18.12%
Annualised growth 04/01/2002 - 06/01/2006 = 14.93%

Richard
Old 10 January 2006, 01:42 PM
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Originally Posted by Etheridge-Bird
Fidelity Special Situations
Annualised growth 04/01/2002 - 06/01/2006 = 16.14%
Annualised growth 08/01/1999 - 06/01/2006 = 18.73%

Fidelity European
Annualised growth 04/01/2002 - 06/01/2006 = 18.12%
Annualised growth 04/01/2002 - 06/01/2006 = 14.93%

Richard
Was the last date meant to be 04/01/1999?
Old 10 January 2006, 08:00 PM
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Deep Singh
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Thanks for the input.

Anymore recommendations?

I'm specifically looking for the following types of funds

1) FTSE 100 tracker. Anyone will do but as I want to buy on line I need a name

2) A Euro fund, especially one concentrating on Germany and defo excluding the UK

3) A fund concentrating on Japan

4) A fund concentrating on China

Obviously I would like fund managers with good track records, the perforamnce of the fund so far is not so important if it is newish.

All input appreciated
Old 10 January 2006, 08:25 PM
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Jonathan Davies
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Originally Posted by Deep Singh
Thanks for the input.

Anymore recommendations?

I'm specifically looking for the following types of funds

1) FTSE 100 tracker. Anyone will do but as I want to buy on line I need a name

2) A Euro fund, especially one concentrating on Germany and defo excluding the UK

3) A fund concentrating on Japan

4) A fund concentrating on China

Obviously I would like fund managers with good track records, the perforamnce of the fund so far is not so important if it is newish.

All input appreciated
Barclays Global Investors are the tracker kings. Them or L&G for the tracker (in fact I think L&G brand trackers are run by BGI but not sure). As you say, any one will do, subject to fees. Trackers should be cheap - 0.5% annual, maybe 1%.

You could do worse than Aberdeen Asset for yer Euro fund. They've just acquired the Deutsche Aset Management Fund range (altho they might still be marketing as DeAM funds).

I was looking at Japan and Asia ex Japan funds recently, but I needed an investment trust rather than an open-ended investment fund (like a unit trust or OEIC/ICVC), so that's a different market really. The principle is the same though, collective investment... have a look at the JPMorgan Fleming range, they've got a good number of differently focussed funds in the area.

Investment trust info is at wwwDOTtrustnetDOTcom.

If I were you, I'd swap China for India this year.
Old 10 January 2006, 08:46 PM
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Originally Posted by V1CK1
Was the last date meant to be 04/01/1999?
Yes - apologies typo.

Richard
Old 10 January 2006, 08:50 PM
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Originally Posted by Deep Singh
Thanks for the input.

Anymore recommendations?

I'm specifically looking for the following types of funds

1) FTSE 100 tracker. Anyone will do but as I want to buy on line I need a name

2) A Euro fund, especially one concentrating on Germany and defo excluding the UK

3) A fund concentrating on Japan

4) A fund concentrating on China

Obviously I would like fund managers with good track records, the perforamnce of the fund so far is not so important if it is newish.

All input appreciated
Baring German Growth
Gartmore China and Hong Kong Growth
Fidelity Japan
Fidelity South East Asia

Sectors in Money Management January 2006 include:
Far East Excluding Japan.
Far East Including Japan.
Europe Excluding UK - not many funds in this one.

If I remember tomorrow (Wed) I will put some funds up, but Invesco/Perpetual, Fidelity and Barings have given good PAST performance.

Richard
Old 11 January 2006, 08:19 PM
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Deep Singh
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Thanks.

Jonathon re swap India for China, I already have a little money invested in India so need diversity. Thanks for the other recommendations

Richard, I don't understand the 2nd part of your post ie ' sectors in money management 2006'

Deep
Old 11 January 2006, 11:16 PM
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RESSE
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Money Management lists about 2,000 unit trust funds over 1, 2, 3, 5 and 10 year periods in comparison to the sector average, for example "Japan" sector.

It is available from W H Smith or I can post the December 2005 edition to you - let me know.

The figures are supplied/compiled by FINSTAT (Financial Times).

It gives a very clear view of what the funds have done over the past 10 years - by showing what an investment of £1,000 woudl be worth today.

You may wish to consider a fund wrap investment e.g. Skandia MultiFUNDS ISA as you can switch between different fund managers (Fidelity, Baring, Schrdoer, Gartmore etc).

Have a look at www.skandia.co.uk

My wife's Skandia ISA achieved 54% growth from 01/01/203 to 31/12/2005 and is invested in Fdelity Special Situations, Invesco Perpetual Income and Fidelity European funds.

Richard
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