Investor Views: “I Made 50% Last Year Investing in India”

Retirement investor Roger Mundy tells Morningstar how having a decent company pension has enabled him to take more risks with his other investments 

Emma Simon 19 August, 2015 | 11:10AM
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Roger Mundy’s first steps into the world of investment were made in the year 2000, just as the dot com bubble burst.

He says: “It was certainly challenging. I didn’t invest in a technology fund. But the international fund I’d put my money into simply got caught up in the subsequent fallout.”

Fortunately, this did not deter him. Each year he continued to make the most of his ISA allowance, and he now has a portfolio of 25 funds. Over this 15 year period he has made an average return of 9% a year.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
Fidelity India Focus A-EUR60.81 EUR-0.17Rating
Janus Henderson Strategic Bond I Acc389.50 GBP0.05Rating
M&G Corporate Bond GBP A Acc78.30 GBP0.06Rating

About Author

Emma Simon

Emma Simon  is a financial journalist, specialising in investment and consumer issues, writing for Morningstar.co.uk

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