Tomorrow s easing of lockdown restrictions will be at the forefront of many people s minds as they plan a mini-spending spree at their local shops.
But canny investors among them will not have forgotten that a new opportunity to invest tax-efficiently in the months ahead has just begun.
One that should be used – despite the lure of the high street – especially if they are keen to continue to build long-term wealth free from the clutches of the taxman.
I m referring to the Individual Savings Account. Last Tuesday – April 6 – heralded the beginning of the new tax year and with it came a brand new Isa allowance for investors to use (or not).
He added: The team is well-balanced too, with six regional managers and three sustainability analysts contributing to stock selection. It is also competitively priced among its peers with an OCF of 0.53%.
Commenting on the addition of the Comgest Growth Japan fund to the Approved List, Younes said its performance had also been impressive . Not only is the fund run by three FE fundinfo Alpha Managers, it has a good history of offering downside protection, while having in place a strong ESG process which analyses the risk of any potential investments.
FE Investments has removed the Ninety One Enhanced Natural Resources fund and the Man GLG Strategic Bond fund from its Approved List, for strategic and performance-related reasons .
Protection against inflation is built into this portfolio
The pandemic has changed the way we live and determined the investment winners and losers of the past year.
With its end in sight, it is a good time for investors to review their portfolios and assess what has performed well, what has not, and why – and then make any changes necessary to navigate the post-pandemic world.
In this five-part series, we spoke to wealth managers about how they would advise clients to invest different pot sizes, from £50k to £1m. In the final part of the series, Thomas Becket, of Psigma Investment Management, tackled the £1m pot.
Of course, this includes investors, as such a monumental shift in the ways people produce and consume requires vast capital. But the savviest investors know funding a green industrial revolution offers them far more than the chance to make a positive environmental impact. Efforts to cut carbon emissions are transforming not only energy and transport systems, but also the design and manufacture of products and buildings.
This creates enormous growth potential for companies offering low-carbon products and services, and consequently opportunities for investors.
So much spending is required because green technologies need to play a far bigger role in the economy. To achieve the Paris climate goals, 100 million electric vehicles must be sold every year, for example, up from around two million in 2019¹, implying considerable growth not only for electric vehicle manufacturers, but companies in their supply chains.
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