Funds I Actually Hold
List · 4 items

Funds I Actually Hold

Leah RowanLeah Rowan · 0 likes
4 items
ListInvestment Funds · People/Blogs

Funds I Actually Hold

Leah Rowan
@rowanbeats
4Items
0Likes

These are the funds that survive both my day-job spreadsheets in Spinningfields and the 11pm ‘can I live with this drawdown?’ test after a gig on Oxford Road. Nothing exotic-for-the-sake-of-it, just a mix of core trackers and a few spicier side bets that don’t make my inner risk manager start waving a red card. Think of this as my actual working playlist, not a greatest-hits fantasy squad.

The list

Rank
Funds I Actually Hold — 4 items
NameFund typeDomicileAsset classMain exposureOngoing charges approxRisk levelSuggested minimum horizonMy take
1Vanguard LifeStrategy 80% Equity FundMulti-asset index fundUK OEICEquity-heavy multi-assetGlobal equities with small UK tilt plus bonds0.22% OCFHigh-ish but diversified7–10 yearsMy boring-but-beautiful core. Like a dependable holding midfielder: not flashy, always on the team sheet.
2Vanguard FTSE Global All Cap Index FundGlobal equity index fundUK OEICEquitiesDeveloped and emerging markets, large to small cap0.23% OCFHigh8–10 yearsIf I could only hold one pure equity fund, this would be it. Whole world in one ticket; no arguing over country picks between pints.
3HSBC FTSE All-World Index FundGlobal equity index fundUK OEICEquitiesGlobal large and mid cap0.13% OCFHigh7–10 yearsCheaper than a round at the Salisbury. Plain vanilla cap-weighted global, does exactly what it says on the tin.
4Legal & General Global Technology Index TrustSector equity index fundUK unit trustEquitiesGlobal technology companies, US-heavy0.32% OCFVery high10+ yearsMy guilty pleasure growth tilt. Volatile enough to feel like watching United try to defend a corner, so I keep it small.