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

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 PLC156.28 GBX0.10
Centamin PLC153.15 GBX2.37
Compass Group PLC1,953.00 GBX0.23
Lloyds Banking Group PLC55.35 GBX-2.12
Sirius Minerals PLC5.20 GBX0.87
Vodafone Group PLC154.88 GBX-0.08

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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