The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
BB what a t@sser,you always get the same texts forom these Kn@bheads,that they were smart enough to get out in time.
it must inflate his Tiny ego to post Cr@p like that.BB i suggest you spend more time trying to find a girlfriend,to keep you busy.
nobody likes a smart Alex or know it all,maybe that is your problem.
Ok thanks
to be honest i have written my money off already,so am just going to leave them with HL
Any consensus on the best options for this share?
1. sell
2. transfer to another provder
3.take no action and leave them with your broker
And on what educated information,do you base your comment on?
It sure has
Sack the manager
This Trust is a dog,has been for the last 3 years I have owned it.
The managers want sacking
after 5 years with this share i have sold,yes the divis were good,but capital growth was abysmal.
from my HL account in the costs section,scroll down to average annual charge
5 year detailed breakdown
The following charges are based on an investment of £5,000 within a Stocks and Shares ISA over 5 years assuming 5.00% growth.
Year 1 Year 2 Year 3 Year 4 Year 5 Total
HL charges £34.12 £21.74 £21.30 £20.88 £32.41 £130.46
Investment charges £341.55 £310.34 £304.19 £298.16 £292.15 £1,546.40
Stamp duty (0.5%) £24.94 £0.00 £0.00 £0.00 £0.00 £24.94
Net initial charge (0%) £0.00 £0.00 £0.00 £0.00 £0.00 £0.00
Net ongoing charge (2.8%) £136.47 £133.76 £131.11 £128.51 £125.92 £655.78
Incidental charges £0.00 £0.00 £0.00 £0.00 £0.00 £0.00
Transaction costs £180.15 £176.58 £173.08 £169.65 £166.23 £865.68
Total charges over 5 years £375.68 £332.07 £325.49 £319.04 £324.57 £1,676.86
Average annual charge 7.65% 6.90% 6.90% 6.90% 7.16% 7.10%
Illustrative 5 year value £4,864.75 £4,768.35 £4,673.85 £4,581.22 £4,478.49 £4,478.49
Illustrative 5 year value with no charges applied £5,250.00 £5,512.50 £5,788.12 £6,077.53 £6,381.41 £6,381.41
Investment charges £1,546.40
Net initial charge 0% £0.00
Net ongoing charge 2.8% £655.78
Incidental charges £0.00
Transaction costs £865.68
Stamp duty 0.5% £24.94
Total charges over 5 years £1,676.86
Average annual charge 7.10%
Illustrative 5 year value £4,478.49
Illustrative 5 year value with no charges applied £6,381.41