Investor Views: "We Boosted Music Charity's Returns by 20%"

Private investor Simon Williams tells Morningstar how a financial review cut tax bills and boosted investment returns for a local charity

Emma Simon 30 November, 2015 | 8:11AM

Simon Williams is happy managing his own pension and ISA, but as a trustee for a local charity he recently sought financial advice to ensure these funds were being invested prudently. 

Switching into more appropriate holdings boosted returns instantly by 20%

He says: “The charity was set up in 2007 to provide financial support for children who were musically gifted. It was set up with a legacy and we wanted to ensure that this could continue to help children for many years into the future.” 

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
Fidelity MoneyBuilder Income36.15 GBP0.14
First State Glb Listed Infra VI USD Acc11.61 USD2.76
Schroder Recovery A Acc138.72 GBP-1.06
SLI Global Absolute Ret Strat Ret Acc74.72 GBP0.28

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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