Tips for Managing Your ISA Portfolio: ISACO Interview with Morningstar
21 Mar, 2013, 07:00 GMT
LONDON, March 21, 2013 /PRNewswire/ --
ISACO Limited
("ISACO" or "the Company")
On February 19th 2013, Holly Cook from Morningstar interviewed Stephen Sutherland, ISACO's Chief Investment Strategist. This interview has been turned into three short videos entitled 'Tips for Managing Your ISA Portfolio', 'Focus on Fees and Performance When Picking ISA Funds' and 'A Professional ISA Investor's View of the Market'.
In particular, Sutherland explains how DIY investors can get their ISAs working harder and provides his top tips for giving them a boost.
In the first video, Sutherland discusses why he prefers ISAs to other wrappers available, whether an income or growth strategy is preferable and how to create an ISA portfolio. He goes on to explain how to monitor and manage an ISA portfolio on an ongoing basis and gives his top tips for ISA investors.
In video 2, Sutherland explains where an investor could start when looking for new investments for an ISA, what data is crucial when conducting research and the free tools an investor can use to find suitable investments. Sutherland also explains how often he reviews his own portfolio and outlines the reasons why.
In the third and final video, Cook asks Sutherland how his portfolio has performed over both the long and short-term. They go on to discuss the opportunities and challenges ahead for ISA investors and Sutherland reveals his outlook for 2013 and beyond. They also discuss how to track institutional investors' activity and how a private investor can use this information to their advantage.
The three videos can be found on ISACO's 'Grow Your Wealth' investment blog http://web.isaco.co.uk/blog
NOTES TO EDITORS
About ISACO
ISACO is a small, warm and friendly investment company that was started back in 2001 by brothers Stephen and Paul Sutherland. Stephen and Paul are known as two extremely likeable, down to earth individuals who both live in Manchester, where the company is based.
ISACO is a specialist in ISA and SIPP investment and the pioneer of 'Shadow Investment', a simple way to grow your ISA and SIPP. Together with our clients, we have £57 million actively invested in ISAs and pensions*.
Our personal investment service allows investors to look over our shoulder and buy into exactly the same funds as we are buying. These are investment funds that we personally own and so they can be assured that they are good quality. We are proud to say that by 'shadowing' us our clients have made an annual return of 12.5% over the last four years** versus the FTSE 100's 7.4%.
ISACO is authorised and regulated by the Financial Services Authority. Our firm reference number is 525147.
We have close to 400 carefully selected clients. Most of them have over £100,000 actively invested and the majority are DIY investors such as business owners, self-employed professionals and corporate executives. We also have clients from the financial services sector such as IFAs, wealth managers and fund managers.
*15th November 2012: Internal estimation of total ISA and pension assets owned by ISACO Investment Team and ISACO premium clients.
**31st December 2008 - 31st December 2012
ISACO investment performance verified by Independent Executives Ltd.
SOURCE ISACO