Investor Views: "Investment Trusts for My Pension Portfolio"

Private investor Shan Lancaster has built a retirement portfolio of direct shareholdings and investment trusts

Emma Simon 6 April, 2018 | 9:57AM

retirement pension saving SIPP investment trust

Shan Lancaster, 63, lives in Brighton and is investing for a self-funded retirement. “I’ve been a freelance writer for much of my working life so I don’t have a big corporate pension to look forward to,” she explained.

“I think of myself as semi-retired now. I paid off my mortgage seven years ago. This gives me more freedom to choose work I enjoy, rather than what pays the best, so I mainly research and write on arts related subjects these days.”

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
Jupiter European Opportunities Ord750.38 GBX0.32
Murray International Ord986.02 GBX0.92
Scottish Mortgage Ord743.35 GBX1.00
The Royal Bank of Scotland Group PLC122.05 GBX8.44

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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