Junior ISAs: Where Are Morningstar Employees Investing?

Institutional sales manager Ed's three children have a Child Trust Fund invested in an investment trust and two Junior ISAs containing an Asia Pacific fund

Holly Cook 12 March, 2013 | 4:00PM
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This article is part of the special series, Investing with ISAs

Ed's children have started investing early and thanks to dad's research their investments are showing plenty of promise so far. Ed, an institutional relationship manager at Morningstar, had three main criteria for selecting his children’s investments: their regional/risk exposure; Morningstar Analyst Rating; and cost. 

Daniel's Child Trust Fund: Witan Investment Trust

For his first child, Ed set up a Child Trust Fund, triggered by the £250 voucher from the government. "With that voucher, there's no reason not to invest really," Ed says. His first son's CTF is automatically topped up on a monthly basis with an extra £25. 

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The information contained within is for educational and informational purposes ONLY. It is not intended nor should it be considered an invitation or inducement to buy or sell a security or securities noted within nor should it be viewed as a communication intended to persuade or incite you to buy or sell security or securities noted within. Any commentary provided is the opinion of the author and should not be considered a personalised recommendation. The information contained within should not be a person's sole basis for making an investment decision. Please contact your financial professional before making an investment decision.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
ASI Asia Pacific Equity A Acc351.77 GBP-1.92Rating
Witan Ord236.72 GBP-2.98Rating

About Author

Holly Cook

Holly Cook  is Manager, Morningstar EMEA Websites