3 Last Minute ISA Fund Ideas

Have you used up your £15,000 ISA allowance? You have until midnight on April 5 to make the most of your tax-free account, here are some last minute fund ideas to help

Dan Kemp 26 March, 2015 | 3:25PM
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Dan Kemp: We're getting very close to the ISA deadline, and so if people are looking to use their ISA allowance now, I think they're going to want some fairly broad funds, rather than have to do all their research themselves on niche opportunities. So, I've picked three from different broad sectors that I think will have broad appeal.

The first is in the global equity sector. Again, global equity is very broad spread. I've picked the Investec Global Equity Fund. That's a Bronze-rated fund. It's run using Investec's 4Factor model and that's a very powerful quantitative strategy, which is overlaid by the experience of the manager. James Hand leads it but he's got a big team behind him.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Jupiter Merlin Balanced Portfolio L Acc229.36 GBP0.19Rating
Man GLG Strategic Bond Retail Acc A138.20 GBP0.15Rating
Ninety One Global Equity A Acc £224.17 GBP0.42Rating

About Author

Dan Kemp

Dan Kemp  is Chief Investment Officer, Morningstar Investment Management EMEA

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