Investor Views: “I’m Using my ISA to get on the Property Ladder”

Young investor Kristina Wu tells Morningstar why she’s hoping stock market returns will keep pace with house price increases in the South East

Emma Simon 9 March, 2016 | 11:56AM
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With less than one month left of this tax year time is running out for ISA and pension investors – or anyone looking to boost their savings and reduce their HMRC bill. Read our Guide to ISAs, Pensions and Tax-efficient investing to make sure you don’t get left behind.

Kristina Wu might only be 24 but she’s already started investing for her future. She says she’s hoping her ISA will enable her to get onto the property ladder.

Young investor Kristina Wu who is saving to buy a property“When I first started working I was saving money into a cash ISA, but my money wasn’t growing at all,” she said. So instead she has now moved this money into an investment ISA, and hopes her disciplined approach to saving will lead to better returns.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
Artemis Income R Inc2.24 GBP0.11Rating
Fundsmith Equity R Acc6.09 GBP0.10Rating
Jupiter UK Mid Cap L GBP Acc5.96 GBP0.00Rating
LF Lindsell Train UK Equity Acc501.27 GBP-0.57Rating
Rathbone Global Opportunities R Acc369.95 GBP0.17Rating

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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