Change to EasySIPPs

Following the referendum result earlier this year, a number of property funds closed to trading, meaning that you could not invest or sell your holdings in certain property funds. Off the back of this we removed the Henderson UK Property fund from the EasySIPPs.

Since publishing the Autumn Viewpoint we have been made aware that some of the property funds are opening later this month. Click here to find out more.

We will monitor these funds closely after they open and decide whether to re-add them to the portfolios at a later date. Below is a breakdown of all the changes on the EasySIPP portfolios:

Cautious Growth EasySIPP

  • Henderson UK Absolute Return replaces Henderson UK Property

  • Fidelity Strategic Bond replaces Man GLG Strategic Bond

  • Aviva Investors Multi- Strategy Income replaces BNY Mellon Absolute Return Equity

Balanced Growth EasySIPP

  • VT UK Infrastructure replaces Henderson UK Property

  • JPM Global Macro Opportunities replaces BNY Mellow Absolute Return Equity

  • BlackRock European Absolute Alpha replaces Man GLG Strategic Bond

  • Miton UK Opportunities replaces Legg Mason ClearBridge Aggressive Growth

 Aggressive Growth EasySIPP

  • BlackRock UK Absolute Alpha replaces Henderson UK Property

  • Fidelity American Special Situations replaces Legg Mason Clearbridge Aggressive Growth

  • Fundsmith Equity replaces 5% of AXA Framlington UK Select Opportunities and 5% of Old Mutual Global Emerging Absolute Return

Remember, as an execution-only service we will not automatically update your portfolio, so if you would like these changes to be made on your portfolio, please email sarah@chelseafs.co.uk

 

Published on 06/10/2016