SWLD

[deltrotter]

Hi everyone

Thinking ahead to the new tax year and considering switching my monthly ISA investments from VHVG and VUAG to SWLD and CSP1, while retaining all previous holdings of the former pair. My reason for doing so is to spread fund risk having built a substantial, for me, amount in VHVG and VUAG.

So, still a global'ish tracker and a US one.

Question to the forum is, are there any other global ETF accumulating trackers with low charges I should look at. VHVG and SWLD are both 0.12%'ish, as opposed to other global trackers at 0.2%.

I am not overly concerned re the index being tracked, I.e. including our excluding certain areas. Just needs to be big and global.

TIA

Del

[xxd09]

One spreads fund “risk” as one is accumulating and its probably a sound principle though watch expenses which could negate your efforts
As one gets older one tends to simplify in order to keep track
Very personal decision
I am down to only 3 global tracker funds with Vanguard -aged 75
Not sure looking back if this would have Ben a good choice from the get go-probably it would!
Choose reputable investment companies only
xxd09

[deltrotter]

Thanks xxd09

Totally agree with you re simplicity - that is what I am aiming to do (notwithstanding recent foray into VCTs).

My pension, ISAs and GIA are invested in three trackers - VHVG, VUAG and EMIM.

Hence looking for suggestions for a global ETF tracker alternative.

My aim is to really only ever own 5/6 trackers in my portfolio.

So suggestions for a global ETF tracker alternative appreciated. At the moment SWLD is top of the list.

Cheers

Del

[Hariseldon58]

Similar thinking has led to be opening a position in SWLD, I have held CSP1 for many years alongside similar Vanguard funds.

State Street has a strong reputation for ETFs.

If you can hold OEICs without a % holding fee then the HSBC FTSE All World tracker at .13% is a good one and you can have an accumulation holding.

[deltrotter]

Thanks Hariseldon58

I have tended more towards ETFs over recent years but I do have a residual OEIC holding.

As of this moment I will go for SWLD from April.

[richfool]

I have recently added a holding of ETF VEVE to my Investment Trust portfolio. I plan to use the ETF as a benchmark to measure/compare my IT portfolio against.

[MyNameIsUrl]

Also have a look at LGGG:

https://www.hl.co.uk/shares/shares-sear ... usdgbp-acc

[Hariseldon58]

Also have a look at LGGG:

https://www.hl.co.uk/shares/shares-sear ... usdgbp-acc

Slightly cheaper but its a less well known index to the SWLD (MSCI World index) and VEVE ( FTSE Developed World) for the sake of a couple of basis points I’d personally take the better known index.