You are reading a single comment by @cmburns and its replies.
Click here to read the full conversation.
-
On the face of it it doesn't look bad. But you would need to compare it to benchmarks to make a proper assessment - ie what have global equities done over the same time period?
-
For what it's worth, that's not necessarily a 32% gain. I've never fully gotten my head around how they calculate that value, but it isn't just (total gain)/(total contributions).
-
I’ve switched recently, was lifestrategy and target retirement funds (on vanguard) but have switched to 100 equity global/developed world funds.
Pension isn’t being accessed for 2o years and hopefully the same for isa, so happy to up the risk. I wasn’t aware that the lifestrategy and (I think) also the target retirement were so heavily uk weighted.
frank9755
exteroceptive
cjr
@cmburns
To a complete idiot like me, who has their S&S ISA in Lifestrategy 100 since Feb 21, which I know is more UK weighted, is it worth me diversifying (or even moving the funds) at this point? Because I just look at this and go 'not bad' and move on with my day. I don't plan on using it until much later on in life...
1 Attachment