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OliverSmithIG

IG Portfolio Manager
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About OliverSmithIG

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  1. Hi Novice27 - I'm not entirely sure what's happened here. We don't set a 'minimum fee' of £90. It might be the case that your trade value (including stamp duty, and IG commissions) is exceeding your cash balance. If you're still having problems please contact our help desk for a resolution.
  2. We launched IG Smart Portfolios two years ago. It's not been an easy time to invest, but performance is pleasing nonetheless. As an added benefit, for any clients that are infrequent share dealers (or indeed are seeking a diversified portfolio) we don't charge any quarterly custody fees for those who invest £15,000 or more. https://www.ig.com/uk/investments/news/investing/2019/03/06/ig-smart-portfolios--two-years-old-and-performing-well
  3. As far as I'm aware, there aren't any ILS denominated ETFs listed in the main European markets. Just to give you an example: If you were to buy iShares Core S&P 500 (IUSA), which is denominated in GBP your exposure is to the underlying USD denominated shares, not Sterling.
  4. It's a fascinating IPO, for a start no lock-up for the founders. Quartz wrote a good article on it, concluding that it is to be avoided, but could "come out of the gate like an ICO". Volatility guaranteed. https://qz.com/1225885/spotifys-non-ipo-is-to-be-avoided-at-all-costs/
  5. 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.
  6. 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.
  7. The last ten years have seen US equities outperform European equities. In GBP terms the S&P 500 gained 225% in the decade to the end of July 2017, while the MSCI Europe Index lagged significantly behind with a gain of 74%. The majority of the US out-performance was generated after the 2008-2009 financial crisis, during a period where European equities were facing sovereign debt problems in the eurozone periphery and deflation loomed until the ECB began their program of quantitative easing. US stocks now trade on a price-to-book ratio of 3.1 times. With MSCI Europe at 1.8 times this represents a relative 72% valuation premium for US stocks. While US has always traded at a premium to Europe, right now it is approaching the most expensive it has ever been based on this valuation measure. As an investor, which valuation measures would you look at to say whether US equities are currently expensive or not? Have a question for me? 'Ask an expert' using the comments section below and I'll make sure to reply. This synopsis is part of a wider article here.
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