Have you seen any of Lars Kroijer videos? I basically follow his strategy which is simple. Buy a low cost global fund and add in some government bonds to suit your risk appetite. (I have 100% equities).
I have a pie which is a mix of ETFs to mirror VWRL but with better more focused returns. And about half the ongoing charge.
I’m not a fan of BGUK. Not many of its holdings get much of a look in BG’s more international-focused trusts and funds, which doesn’t fill me with confidence.
On UK funds, I quite like CHRY, holds a lot of unlisted equities. It has unfortunately increased in value a lot lately, that I’m sort of on the fence for topping up at its current valuation. We will have to wait until March for the December NAV, and I think it might be a tad over valued for the moment.
I initially got interested for exposure to THG prior to IPO, in addition to Starling Bank, Transferwise, and a few others like Klarna and Graphcore. It was also trading at a nice discount to NAV up to late last year. I’m not sure I quite believe the portfolio breakdown on Morningstar though. I would have said a lot of its holdings were UK companies that traded globally.
NAVIGATING CHANGE - FRIDAY 19 FEBRUARY 2021 AT 2:00 PM
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I have several market orders pending, not for KIT though.
One for an AIM stock, which has been pending for over two days now. However, there is one for a FTSE100 stock which has been pending for around 10-15 minutes, which is surprising for a market order. It also took very long (30 minutes to an hour) to sell around mid-day, which I was also surprised by.