Investor Views: "I Want a Fund Which Preserves Capital"

Private investor Glenn Sweeney says capital protection is as important as stellar returns when you reach retirement

Emma Simon 13 July, 2018 | 9:07AM

Private investor Glenn Sweeny is retired and investing for incomeGlenn Sweeney started to take a more active interest in his investments when he retired from his role as an IT support manager seven years ago.

He says: “I was forced into managing my own investments when I realised that the insurer that ran my pension plan offered a very poor choice of funds.”

Sweeney says at that point he transferred all of his private pension into one SIPP and one stocks and shares ISA, and has managed both himself since. 

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
Diageo PLC2,820.00 GBP0.00
RIT Capital Partners Ord1,910.39 GBP-2.63
Smart Metering Systems PLC488.20 GBP0.00
Standard Chartered PLC570.60 GBP0.00
Tesco PLC231.00 GBP0.00
Troy Trojan I Acc303.58 GBP-1.83

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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