ALISON TREHARNE
Shore Financial Planning
MY ISA goes into our ‘adventurous’ portfolio via regular monthly savings. It is a collection of investment funds with some 60 per cent exposure to global equities, 29 per cent in UK equities and the rest in emerging markets.
Two ‘stand-out’ funds I love within the portfolio are First State Asia Focus and Schroder Asian Alpha Plus. The long-term economic growth that this part of the world offers will put me – and my clients – in good stead. Short-term volatility does not concern me.
I am 48 and have at least a tenyear horizon so am comfortable being adventurous.