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Jeff Liddiard
Posted: 20 June 2024 10:01:21(UTC)
#76

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Still invested in RL Global Equity Select as performance hasn't changed so far but keeping an eye on it.
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Dentmaster on 24/06/2024(UTC)
Moose
Posted: 24 June 2024 01:44:38(UTC)
#78

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Anyone seen any signs of life from Rutter and his new crew?
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Guest on 24/06/2024(UTC)
Marney
Posted: 24 June 2024 16:12:52(UTC)
#79

Joined: 25/11/2020(UTC)
Posts: 96
Yesterday, I placed a "sell and transfer into another fund" order for RLGES on Hargreaves. It is still sitting at PENDING. Another trade I've placed has been submitted.

First time I've seen this for a UK based fund. Hopefully it moves on tomorrow. Did anybody experience a delay in their partial or full sale?
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Pleb99
Posted: 28 August 2024 11:27:58(UTC)
#80

Joined: 14/01/2022(UTC)
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Bob Macondale on 28/08/2024(UTC), Helen L on 28/08/2024(UTC)
Pleb99
Posted: 28 August 2024 11:31:04(UTC)
#81

Joined: 14/01/2022(UTC)
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bearcub on 28/08/2024(UTC), Moose on 02/09/2024(UTC)
Shetland
Posted: 28 August 2024 15:09:39(UTC)
#77

Joined: 13/03/2015(UTC)
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Jeff Liddiard;309338 wrote:
Still invested in RL Global Equity Select as performance hasn't changed so far but keeping an eye on it.


I still have 20% in RLGES and see no need to change at present
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Guest on 28/08/2024(UTC)
smg8
Posted: 10 March 2025 13:17:20(UTC)
#82

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For those who may be interested, the Pinnacle/Lifecycle Partners Global Equity Select fund is now UK market ready (know there are a few different threads on this).

II have told me they can't add it, AJ Bell have said they can if I commit to £85k initial investment.

Unfortunately the share class available to UK investors is with a 1.2% OCF and I believe also is Irish domiciled.

Not sure I want to be throwing £85k at something with that high a fee in truth, but others may be interested. Will mull it over in conjunction with my thread about finding a home for next year's ISA/SIPP contributions.

Interesting to see the old RLGES has changed a fair bit since Rutter et al left, and has underperformed a global tracker since.
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bearcub on 10/03/2025(UTC), Monty Claret on 10/03/2025(UTC), Guest on 11/03/2025(UTC)
bearcub
Posted: 10 March 2025 14:17:23(UTC)
#84

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smg8;337079 wrote:
For those who may be interested, the Pinnacle/Lifecycle Partners Global Equity Select fund is now UK market ready (know there are a few different threads on this).

II have told me they can't add it, AJ Bell have said they can if I commit to £85k initial investment.

Unfortunately the share class available to UK investors is with a 1.2% OCF and I believe also is Irish domiciled.

I'd mentioned it here - https://moneyforums.city...-Return.aspx#post336238 - but didn't get around to asking platforms whether they'd make it available, thanks for doing that.

I'm actually on II and AJ Bell as well, the £85k is slightly better than the £100k mentioned on the fund data sheet from Pinnacle itself, still a chunky figure though. Possibly one to keep watching and ask around again in a few months' time to see whether the minimum comes down.

Meantime, the fee is a bit off-putting.
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smg8 on 10/03/2025(UTC), Guest on 11/03/2025(UTC)
Robert D
Posted: 10 March 2025 14:26:46(UTC)
#83

Joined: 06/11/2016(UTC)
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smg8;337079 wrote:
For those who may be interested, the Pinnacle/Lifecycle Partners Global Equity Select fund is now UK market ready (know there are a few different threads on this).

II have told me they can't add it, AJ Bell have said they can if I commit to £85k initial investment.

Unfortunately the share class available to UK investors is with a 1.2% OCF and I believe also is Irish domiciled.

Not sure I want to be throwing £85k at something with that high a fee in truth, but others may be interested. Will mull it over in conjunction with my thread about finding a home for next year's ISA/SIPP contributions.

Interesting to see the old RLGES has changed a fair bit since Rutter et al left, and has underperformed a global tracker since.



Thanks for the info.

Have to say 1.2% is high and, unlike II, AJBell also charge extra for holding funds




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2 users thanked Robert D for this post.
bearcub on 10/03/2025(UTC), smg8 on 10/03/2025(UTC)
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