Investor Views: High and Low Risk Options for My Isa

Private investor Leonie Richards tries to balance higher-risk growth companies with steady dividend payers

Emma Simon 15 May, 2019 | 1:00PM
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Commodities article

As a chartered accountant, it is not surprising that Leonie Richards tries to ensure she saves as tax-efficiently as possible. 

Richards, who is 47 and lives in West London, has had an Isa with Selftrade for a number of years, through which she invests in a number of direct shareholdings. More recently, since leaving full-time work to have children, she has also taken out a Sipp with the firm. 

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
BT Group PLC156.15 GBX0.94Rating
Centamin PLC89.86 GBX-0.88
Compass Group PLC1,467.50 GBX-1.41Rating
Lloyds Banking Group PLC45.05 GBX0.61Rating
Vodafone Group PLC114.32 GBX-0.59Rating

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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