Investor Views: “I am More Nervous About Bonds than Commercial Property”

Private investor Gavin Milner says he is untroubled by restrictions placed on commercial property funds - he is more concerned about his bond holdings

Emma Simon 17 August, 2016 | 11:34AM

Gavin Milner has started to “de-risk” his investment portfolio as he moves into his mid-60s. Although he still has some exposure to equity markets, he’s says more of his money is now invested in bonds, property and mixed asset funds.

As well as re-structuring his pension, Milner and his wife are re-examining the ISAs they have invested in for a number of years. Recently, they have assets out of higher risk funds into what they consider safer havens.

He says: “At the moment I’d described myself as ‘semi-retired’. I still work part-time as a marketing consultant but my outgoings are less, as the mortgage has been paid off. As a result, I haven’t needed to dip into my pension savings yet.”

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
ASI Global Absolute Ret Strat R Acc79.87 GBP0.15
Invesco Corporate Bond UK Acc226.02 GBP0.21
M&G Property Portfolio GBP A Inc90.07 GBP0.03
M&G Strategic Corporate Bond GBP A Acc132.16 GBP0.10

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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