Jump to content

Ask the Portfolio Manager


Recommended Posts

As we head into ISA season we wanted to make sure that all clients have the opportunity to interact directly with our investments teams to discuss everything from smart portfolio allocation, to stock transfers, deal execution and our share dealing offering, to ETF’s, diversification, and trade ideas for your new ISA allowance.

 

Over the coming weeks, up until Friday April 6th, we will bring you senior sales traders, our smart portfolio managers, and our very own IG analysts Chris Beauchamp and Joshua Mahony to answer any questions you may have, so make sure you check out IG Community regularly to keep up to date and make the most out of your investments.

 

Ask the Portfolio Manager

 

I would like to introduce IG Community to  and  who are portfolio managers for IG’s ‘Smart Portfolios’. This longer term investment vehicle, built on a robust partnership with the world’s biggest asset management firm Blackrock, has just reported their year one results, and they are very positive as you can read about here.

 

The 'balanced', 'growth', and 'aggressive' portfolio allocation returns were 4.1%, 5.5% and 7.2% respectively, whilst the moderate came in at 1.8% and conservative at-0.6%. This just goes to show how a diversified exposure to a range of markets reduces volatility over the long run - exactly what you want from this product.

 

If you have any questions at all, ask away. What goes into the decision making process for portfolio allocation and risk appetite? What do you do on your day to day? What do you think are the main market risks for the UK going forwards? Now is your chance…

Link to comment
Guest PandaFace

I was looking at these smart portfolios over the weekend actually (because of this post!), and the question I had was actually quoted above: “What goes into the decision making process for portfolio allocation and risk appetite?”

 

And also can I have a smart portfolio ISA and a regular stocks and shares ISA at the same time?

 

Can I edit the smart portfolio? Like if your system put weighting into say - China equities - but I wanted to shift more to Japan or EM’s?

Link to comment
Guest OliverSmithIG

Hi ,

 

The portfolios aim to profit from long-term 'risk premia' available in different asset classes. By blending asset classes which are less correlated to each other, we hope to be able to smoothe your returns over time. There is a strong top-down element in the portfolios, and they are positioned at the moment for global reflation (albeit with room to increase equity exposure) and rising interest rates. There is a 20-strong team at BlackRock directly behind the asset allocations, and they draw on the research from BR's strategy, investment and risk teams. So a very robust framework behind the portfolios.

 

IG has flexible ISAs, and you can have both a Smart Portfolio and Share Dealing ISA with us using the same year's allowance.

 

You can't edit the Smart Portfolio, as this would change the risk and return profile of the portfolio. Personally, I use a Smart Portfolio as my core holding and trade my best ideas (e.g. Chinese equities) in my Share Dealing account.

Link to comment
Guest OliverSmithIG

Hi

 

Great to hear you have had success with your investments.

 

Smart Portfolios are not designed to eliminate your requirement to invest elsewhere - I also actively invest in shares through IG, but use an SP as a sensible diversifier against my own strategy going wrong.

 

When investing, I always try and ask myself whether I am being rewarded for the risk I take, whether performance was wholly down to skill, how correlated my investments will be in a downturn (e.g. EM, commodities and small cap can do poorly together), and how much of my return has come from currency risk (Smart Portfolios hedges a lot of this out).

 

We now have a year's track record, and returns have been very respectable vs. global indices, and with less risk.

https://www.ig.com/uk/investments/news/investing/2018/03/05/ig-smart-portfolios--one-year-track-record

 

The longer term BlackRock model portfolio returns have also done well against the UK wealth management peergroup.

https://www.ig.com/uk/investments/smart-portfolios/performance

 

Should add too, that (depending on how much you deal) £15k in a Smart Portfolio means you won't have to pay a £24/quarter custody fee on share dealing.

Link to comment
Guest PandaFace

thanks  - I didn't realise there was a 20 man team on it as well, and from Blackrock no less. Mental company. in 30 years they've got like 6 trillion .. TRILLION, with a T, assets under management. 

 

Imagine if you grew a company that big in 30 years :smileysurprised: :smileyvery-happy:

Link to comment

Archived

This topic is now archived and is closed to further replies.

  • General Statistics

    • Total Topics
      23,563
    • Total Posts
      96,861
    • Total Members
      44,137
    • Most Online
      7,522
      10/06/21 10:53

    Newest Member
    1Richard1
    Joined 28/11/23 21:55
  • Posts

    • TradingLounge's Commodity Market Update: Favorable Trading Opportunities in Gold and Silver Persist; We Maintain and Expand Our Positions in These Markets. Uranium Shows Upward Movement in Wave 3, Indicating a Substantial Bullish Trend for Long-Term Investment. Natural Gas Continues Its Downward Trend, While Crude Oil Prices Face Restraints Due to Saudi Arabia's Strategy for Higher Prices. Our Long Trade in Crude Oil is Now in a Promising Position with Reduced Risks. The USD DXY Approaches its 61.8% Retracement Level, Expected to Find Support. Yields Could Have Reached a Peak as TLT Bonds Show an Inverse Low. Video Chapters 00:00 Bitcoin (BTC)  08:40 US Dollar Index, DXY 11:15 TLT Bonds. US Gov Bonds 10 Yr Yields 15:50 Precious Metals: Spot Gold  / US Spot Silver / XGD and Gold Stocks US / ASX 25:19 Base Metals: XME ETF, Iron Ore, Copper. Uranium URA. 31:08 Energy: XLE ETF / Crude Oil / Natural Gas  40:15 End Analyst Peter Mathers TradingLounge™ Australian Financial Services Licence - AFSL 317817 Source: tradinglounge.com  Access Trial here  
    • Because of this, it's wise for traders to thoroughly investigate exchanges before choosing one. I exclusively deal with cryptocurrency exchanges that have declared proof of reserve in the wake of the unfortunate events that saw some go bankrupt and others hack. Because of what I've heard traders say about Bitget and the fact that it met my requirements, I had to start using it right away. Therefore, I'd advise DYOR to choose whatever best meets your needs.
    • The Santa Rally – Christmas Growth in the Stock Market. You may well of heard of the ‘Santa Rally’. It’s a commonly discussed stock market theory. It is the basic concept that the stock markets, particularly the major indices, show positive returns on the run up to Christmas and the New year. Myth or legend? We look at the stats.  As you can see from the below table the FTSE100 rose in price in 12 of the 15 years. That’s 80% of the time. The average difference was 1.95% https://moneysandi.com/the-santa-rally-christmas-growth-in-the-stock-market/ Anyone had any experience of trading this?  #trading #money #trader #investing #investment #crypto #stockmarket #stocks #business #invest #entrepreneur #finance #investor #daytrader #daytrading #trade  #wallstreet #wealth #santarally #finance
×
×
  • Create New...
us