Investor Views: I’m Backing Property and Infrastructure

Retired investor Piers Horswell is hoping his diversified portfolio will weather any stock market volatility

Emma Simon 10 January, 2019 | 12:23PM

Infrastructure fund investor views diversification asset allocation

Piers Horswell was able to retire early thanks to the new pension freedom rules, which were introduced in April 2015. He is now in his late 60s but stopped working a number of years ago.

Prior to the freedoms being introduced, it was compulsory to buy an annuity at retirement with your pension savings. As interest rates fell in the wake of the global financial crisis, so too did annuity rates, meaning retirees faced being locked in to a considerably smaller annual income.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
BlackRock World Mining Trust plc346.14 GBP-1.94
TR Property Ord378.00 GBP-0.13
VT Gravis UK Infras Inc C GBP Acc133.84 GBP0.36

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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