Investor Views: “I'm Avoiding Emerging Markets but my Children are Not"

Private investor Trevor Osborne says he remains fully invested, despite market volatility. He’s keeping clear of emerging markets for the time being, but his children are not

Emma Simon 3 February, 2016 | 3:16PM

Trevor Osborne has been investing in tax-free savings plans for more than 20 years.

“We started investing in 1995 when we bought our first home,” he explained. The house was bought with an interest-only mortgage, so he started saving into an investment plan to pay off the capital at the end of the term.

Trevor Osborne with his childrenIn the last 20 years he has remained invested through some rocky periods, but he says he has been pleased with the overall returns. Osborne has since remortgaged his home, but he’s continued to put money into the stock market, via an ISA. In recent years he’s also taken out Junior ISAs for his children, as well as a SIPP for each of them.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
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Fidelity MoneyBuilder Balanced45.41 GBP0.20

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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