Another6 Feb 2014 19:17
Switching funds in Hargreaves Lansdowne is free for the majority of funds where buy and sell prices are the same.I've used them over 2 years and really recommend them,their service is knowledgeable ,professional and helpful.Im hoping to double fund values over 5 years and feel its realistic with past performance of them although any advisor will tell u it's not necessarily a guide to future performances.Anyway my wife's portfolio funds are shown below if it helps
Stock name % Weight Sector
1 AXA Framlington Biotech Class R 24.9% Specialist
2 Cazenove UK Smaller Companies Class B 23.1% UK Smaller Companies
3 Marlborough Multi Cap Income Class A 15.4% UK Equity Income
4 Kames Capital Ethical Equity Class A 14.9% UK All Companies
5 Standard Life Investments UK Equity Unconstrained Class R 7.3% UK All Companies
6 Fidelity Special Situations Class A 7.2% UK All Companies
7 Standard Life Investments Global Smaller Companies Class R 7.2% Global
None of the above is professional advice,I'm just an amateur investor/lift operator do your own research ,unicorn uk smaller companies looks good to me as well.
Fund 2 is no longer taking new investments,fund 1 has a slight difference in buy/sell margins roughly 6%