A Morningstar OBSR Analyst Reveals His ISA Portfolio

Morningstar OBSR analyst Oliver Kettlewell details his asset allocation and the fund picks inside his personal ISA

Alanna Petroff 14 March, 2013 | 10:00AM
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This article is part of the special series, Investing with ISAs.

Morningstar OBSR analyst Oliver Kettlewell, 31, is a relatively new ISA investor. He has been investing into his ISA account for just one year, opting to put the maximum into an online brokerage account—£10,680 for the 2011-2012 tax year—right ahead of the April 5th deadline. He now plans to top up his ISA for the 2012-2013 tax year, and again expects to put in a maximum contribution.

Even though I’m a fund analyst, I don’t start off by picking my favourite funds, which many investors would be tempted to do

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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 Emerging Markets Equity A Acc911.75 GBP0.37Rating
Fidelity Strategic Bond33.61 GBP-0.18Rating
M&G Global Themes GBP A Acc2,098.75 GBP0.43Rating
Rathbone Global Opportunities R Acc364.86 GBP0.69Rating
Veritas Global Focus GBP Retl45.50 GBP0.47Rating

About Author

Alanna Petroff

Alanna Petroff  is a financial journalist with Morningstar UK.