Investor Views: "Dividends Will Help Fund School Fees"

Private investor Julie-Anne Gage is investing in a range of blue-chip shares with a view to funding school fees for her daughter

Emma Simon 28 March, 2018 | 1:16PM

Private investor Julie-Anne Gage and her daughter EvaJulie-Anne Gage, from Leeds, Yorkshire, understands the value of having cash savings, alongside higher-risk investments.

She says: “I was made redundant in 2007 at the start of the last recession and ended up working on shorter-term contracts for a couple of years.

“I now make sure I have sufficient savings to cover the mortgage repayments for a year or two, in case the economy hits the rocks again. I want to know my home is safe and I can get by doing temp work if necessary.”

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
Hays PLC105.60 GBX-3.21
Lloyds Banking Group PLC24.29 GBX1.29
Morrison (Wm) Supermarkets PLC178.25 GBX0.03

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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