Investor Views: Core Funds for My Retirement

Retired investor Michael Whelan says he has benefited by sticking with a number of core holdings, such as a Nick Train managed investment trust and Axa Framlington Select

Emma Simon 5 June, 2019 | 1:26PM

Cash

Michael Whelan has built up a diversified portfolio after more than 40 years of investing. Whelan, who is now retired and used to work in the financial services industry, says a number of core holdings have stood him in good stead over the years and have boosted the value of his retirement funds.

Whelan, who lives with his wife in Sussex, says the couple have both Sipps and Isas, which he manages on their behalf: “Typically we have been saving for retirement. But we have also been able to help our two grown-up children along the way.”

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
AJ Bell PLC269.00 GBP0.00
AXA Framlington UK Select Opps R Acc2,627.33 GBP-1.12
Finsbury Growth & Income Ord709.00 GBP0.14

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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