Shawtank123
Registered User
- Messages
- 4
Hi All,
I am currently investing child allowance into a mixture of 50% Berkshire Hathaway and 50% into an ETF iShares Core MSCI World UCITS ETF USD (Acc) IE00B4L5Y983
(purchased once yearly for tax reporting - not ideal I know).
I came across the below fund from a financial advisor at a workplace meeting and was wondering what people's thoughts are on it versus the above. It goes against the great Warren Buffet's advice in that it's an actively managed fund, however, it's performance has been phenomenal. Greater than the ETF over the last 5 years, for example.
It has also been about since 2001 and is not one of these funds that only came about post recession.
With an AMC of 1%, I'm aware it's more costly than the ETF. However, for simplicity sake, am I mad that I'm considering switching over to it? Anybody suggest any faults with it or reasons to steer clear?
- Zurich 5 star global fund - fund factsheet here https://www.zurichlife.ie/static/do...07.890914460.1695904678-1043894350.1695810274
I am currently investing child allowance into a mixture of 50% Berkshire Hathaway and 50% into an ETF iShares Core MSCI World UCITS ETF USD (Acc) IE00B4L5Y983
(purchased once yearly for tax reporting - not ideal I know).
I came across the below fund from a financial advisor at a workplace meeting and was wondering what people's thoughts are on it versus the above. It goes against the great Warren Buffet's advice in that it's an actively managed fund, however, it's performance has been phenomenal. Greater than the ETF over the last 5 years, for example.
It has also been about since 2001 and is not one of these funds that only came about post recession.
With an AMC of 1%, I'm aware it's more costly than the ETF. However, for simplicity sake, am I mad that I'm considering switching over to it? Anybody suggest any faults with it or reasons to steer clear?
- Zurich 5 star global fund - fund factsheet here https://www.zurichlife.ie/static/do...07.890914460.1695904678-1043894350.1695810274