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
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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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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Artemis Global Income I Acc1.64 GBP-0.26Rating
Fundsmith Equity I Acc6.50 GBP0.03Rating
Liontrust Special Situations I Acc130.94 GBP0.48Rating
Stewart Inv APAC Ldrs Sstby B GBP Acc1,070.45 GBP0.18Rating

About Author

Emma Simon

Emma Simon  is a financial journalist, specialising in investment and consumer issues, writing for

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