Emma Wall: Morningstar Investment Management
Where are you investing your ISA portfolio this tax year?
Monika Dutt: So, this year I'm pretty aggressive on the equity front with 80% of the portfolio in domestic emerging markets and international ex-U.K. equities. And the remaining is in gilt and emerging market debt.
In the equity space, I allocate between global and U.K. equity funds. In the global space, I have long held the Artemis Global Income Fund. And in the U.K., I typically invest in the Old Mutual UK Alpha or the Man GLG Undervalued Assets Funds.
Cyrique Bourbon: My ISA cash at the moment is invested fully in cash as I'm building a bit of savings base. But as for my pension, I am more invested
Emma Morgan: I'm probably going to add to some of my existing holdings this year in the areas that we're seeing that are good value. So that's emerging market equities and emerging market debt, and I might also allocate some of my absolute return funds. One fund I like there is the Absolute Insight EMD Fund.
Randal Goldsmith: Okay. Well, I invested my ISA allowance right at the beginning of the tax year. And at that time, I put it all into equity ETFs because I felt that equities were one of the few good value asset classes around. I have to say that, at this point in time, I've taken some of the money out and just put it into cash, because I think equities are now discounting a lot of good news. Although, it's cash within the ISA, so the tax shelter remains.
Wall: As for me, as my SIPP is in globally diverse assets, my ISA is in U.K. equity funds, including Marlborough Special Situations, Evenlode Income, Schroder Recovery, and Finsbury Growth & Income (FGT).
Now it's over to you. You have less than a month until the end of the tax year. So, happy ISA investing.
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