“If you’re thinking about moving money around, or splitting your money, have a chat with your adviser,” says Tony.
“Talking your options through with an expert who understands your financial goals as a family will help you feel confident about the choices you’re making for your children.”
The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
An investment in a Stocks and Shares ISA will not provide the same security of capital associated with a Cash ISA or a deposit with a bank or building society.
The levels and bases of taxation, and reliefs from taxation, can change at any time and are generally dependent on individual circumstances.
Cash ISAs are not available through St. James’s Place.
In The Picture
The so-called ‘Magnificent Seven’ US tech companies now make up almost as much of the MSCI All Country World Index as Japan, France, Canada, China, and the UK put together.
Data as at 30 November 2023.
Source: LSEG Datastream, Schroders.
The Last Word
“I didn’t think I was even going to be invited onto this show, let alone be sat here [on the winner’s throne].”
Radio presenter Sam Thompson expresses his surprise after winning this year’s I’m a Celebrity Get Me Out Of Here, which attracted an average daily audience of 6.6 million.
Schroders and TwentyFour Asset Management are fund managers for St. James’s Place.
The information contained is correct as at the date of the article. The information contained does not constitute investment advice and is not intended to state, indicate or imply that current or past results are indicative of future results or expectations. Where the opinions of third parties are offered, these may not necessarily reflect those of St. James’s Place.
Source: London Stock Exchange Group plc and its group undertakings (collectively, the “LSE Group”). ©LSE Group 2023. FTSE Russell is a trading name of certain of the LSE Group companies.
“FTSE Russell®” is a trade mark of the relevant LSE Group companies and is used by any other LSE Group company under license. All rights in the FTSE Russell indexes or data vest in the relevant LSE Group company which owns the index or the data. Neither LSE Group nor its licensors accept any liability for any errors or omissions in the indexes or data and no party may rely on any indexes or data contained in this communication. No further distribution of data from the LSE Group is permitted without the relevant LSE Group company’s express written consent. The LSE Group does not promote, sponsor or endorse the content of this communication.
© S&P Dow Jones LLC 2023; all rights reserved
Source: MSCI. MSCI makes no express or implied warranties or representations and shall have no liability whatsoever with respect to any MSCI data contained herein. The MSCI data may not be further redistributed or used as a basis for other indices or any securities or financial products. This report is not approved, endorsed, reviewed or produced by MSCI. None of the MSCI data is intended to constitute investment advice or a recommendation to make (or refrain from making) any kind of investment decision and may not be relied on as such.
SJP Approved 11/12/2023