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IT Basket or LifeStrategy Fund

Stocks and Shares ISA , Choosing funds for ISA's, risk factors for funds etc
Investment strategy discussions not dealt with elsewhere.
GeoffF100
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Re: IT Basket or LifeStrategy Fund

#410668

Postby GeoffF100 » May 10th, 2021, 7:36 am

Further to the last post, it is clear that if emerging markets rocket over the next time period, Pensioncraft's simplified LifeStrategy will fall behind. If you want to track LifeStrategy in the future as well as the past, you need to include emerging markets.

xeny
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Re: IT Basket or LifeStrategy Fund

#410670

Postby xeny » May 10th, 2021, 7:45 am

GeoffF100 wrote:Further to the last post, it is clear that if emerging markets rocket over the next time period, Pensioncraft's simplified LifeStrategy will fall behind. If you want to track LifeStrategy in the future as well as the past, you need to include emerging markets.


Ignoring EM like that struck me as a naïve decision on Pensioncraft's part. I'm not terribly impressed with EM returns, but I hold some EM against the possibility I may become impressed with those returns.


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