Investor Views: Going Global Helped Me Avoid Brexit Losses

Private investor Lawrie Jones has tried to avoid a UK bias in his investments – and is reaping the rewards post-Brexit

Emma Simon 10 August, 2016 | 10:41AM
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Lawrie Jones says he started to take pension savings more seriously after setting up his own business. “Previously I had a workplace pension that I didn’t need to think about,” he said. “Now I run a business, I’m in charge of my own pension. In the beginning it was a challenge, but actually I’m now enjoying it.”

Private investor Lawrie Jones who uses active and passive fundsHe’s been investing in a SIPP for around five years, and a stocks and shares ISA for three years. “My plan is to save as much as I can, conscious in the knowledge that business can – and often does – throw up an awful lot of challenges.”

“My pension investment provides solidity for my retirement, the ISA a safety net should things change. I now have enough savings in cash so I can invest for the longer-term and accept a little more risk, with the hope of generating better returns.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
BP PLC304.65 GBP0.00Rating
LF Equity Income A Sterling Acc3.40 GBP0.00
MI Chelverton UK Equity Growth B Acc414.67 GBP0.12Rating
Schroder UK Public Private Trust Ord32.12 GBP-2.65Rating
Vanguard FTSE Dev Wld ex-UK Eq Idx £ Acc514.22 GBP-0.62Rating

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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