Investor Views: I've Chosen Adventurous Funds for my SIPP

Private investor Tanya Carr holds a handful of funds in her SIPP that are all highly rated by Morningstar, including those managed by Liontrust, Artemis and Stewart Investors

Emma Simon 1 May, 2019 | 2:54PM

Golden eggs in a basket

Tanya Carr started saving into a SIPP after leaving full-time work to pursue a freelance career: “I had worked as an accountant for a number of years, and had a company pension. But I wanted to ensure I continued saving for my retirement.”

She opened this SIPP with Chelsea Financial Services: “I already had an ISA with them, although I wasn’t actively contributing to this at the time. I noticed they also offered a SIPP - in conjunction with Suffolk Life. It made sense to try and keep my various investments on one platform, as it helps me keep track of how much they’re worth, and what they are invested in.”

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The information contained within is for educational and informational purposes ONLY. It is not intended nor should it be considered an invitation or inducement to buy or sell a security or securities noted within nor should it be viewed as a communication intended to persuade or incite you to buy or sell security or securities noted within. Any commentary provided is the opinion of the author and should not be considered a personalised recommendation. The information contained within should not be a person's sole basis for making an investment decision. Please contact your financial professional before making an investment decision.

Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
Artemis Global Income I Acc1.08 GBP2.78
Fundsmith Equity I Acc4.49 GBP3.98
Liontrust Special Situations I Acc91.05 GBP3.80
Stewart Investors AsiaPac Ldrs B Acc GBP687.46 GBP1.41

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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