A Peek Inside the ISA of a Morningstar Employee

One Morningstar employee explains his ISA and investment strategy for the 2011-2012 tax year

Alanna Petroff 5 April, 2012 | 12:32PM
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It’s always nice to peek in on the investment strategies of others, to glean new ideas and challenge your current assumptions about money, investing and saving. To feed your curiousity, we at Morningstar have enlisted the help of an employee from the investment consulting division in our London office. We will call him Don to protect his privacy. Here are Don’s personal details and information about his investing and saving strategies:

Don's Personal Profile:
Male
Single
36 years old
Has been living and working in the UK for the last six years

Don's History of Investing and Saving:
Don came to the UK on a working holiday visa six years ago and did not save or invest in his first year living in London. After one year, Don began saving within a cash ISA, but withdrew his money shortly thereafter to pay for various unexpected expenses. However, for the time that his money was accruing interest within his ISA, he was happy to be generating tax-free income. “More money for me, less money for Gordon Brown,” he said.

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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.

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About Author

Alanna Petroff

Alanna Petroff  is a financial journalist with Morningstar UK.