Fund and investment trust ideas for how to build an ISA portfolio
Our Fundamentals video series by collectives editor Kyle Caldwell provides practical pointers on how you can start investing in a stocks and shares ISA.
8th March 2024 10:01
by Kyle Caldwell from interactive investor
Our Fundamentals video series aims to break down the barriers so investors can build and manage their own portfolios.
Kyle Caldwell, collectives editor at interactive investor, provides practical pointers on how you can start investing in a stocks and shares ISA.
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In episode one, Kyle runs through the three main investment types: shares, bonds and property. He explains how fund investors can gain exposure to each area, highlighting the different types of strategies.
Next, Kyle explains that when it comes to building a fund portfolio it is important to consider “core” holdings. These types of funds are those you can, in theory, invest in for the long term as they shouldn’t give you any nasty surprises. Kyle names funds that are considered core holdings.
In episode three, the focus is on funds that invest more adventurously. Such funds can add spice to a portfolio, but as Kyle explains it is important to keep a lid on risk. Kyle runs through various adventurous fund options.
At the other end of the risk spectrum are defensive funds that aim to protect capital when stock markets hit a rocky patch. Kyle explains how some funds are more cautiously invested, and names some examples.
In the final episode of the series, Kyle shares tips on how to build a fund portfolio. He explains why it is important to strike the right balance by having a mix of defensive, core and adventurous investments.
These articles are provided for information purposes only. Occasionally, an opinion about whether to buy or sell a specific investment may be provided by third parties. The content is not intended to be a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy as it is not provided based on an assessment of your investing knowledge and experience, your financial situation or your investment objectives. The value of your investments, and the income derived from them, may go down as well as up. You may not get back all the money that you invest. The investments referred to in this article may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser.
Full performance can be found on the company or index summary page on the interactive investor website. Simply click on the company's or index name highlighted in the article.
Please remember, investment value can go up or down and you could get back less than you invest. If you’re in any doubt about the suitability of a stocks & shares ISA, you should seek independent financial advice. The tax treatment of this product depends on your individual circumstances and may change in future. If you are uncertain about the tax treatment of the product you should contact HMRC or seek independent tax advice.