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"One and done" fund for GIA
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Rory Barr
Posted: 27 February 2025 18:04:46(UTC)
#12

Joined: 18/11/2018(UTC)
Posts: 737
Sara G;335969 wrote:
Just to note that you need to watch out for tax issues if you go for a fund. Avoid accumulation units, and check for any additional income received that you might have to declare.

If you're looking for broad equities exposure, but without too high a dividend, then something like FCIT might be worth a look. I hold it in my GIA (with GSCT, SSON, EWI, AGT, PNL and CGT as satellites). Or more JGGI? I think there might be an advantage to 'two or three and done' as opposed to one, as it might help with offsetting any CGT liability over time.


You raise an important point Sara, but using the same acronym (CGT) twice but meaning two different things could confuse. :-)
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Sara G
Posted: 27 February 2025 18:13:53(UTC)
#13

Joined: 07/05/2015(UTC)
Posts: 4,038
Rory Barr;335992 wrote:
Sara G;335969 wrote:
Just to note that you need to watch out for tax issues if you go for a fund. Avoid accumulation units, and check for any additional income received that you might have to declare.

If you're looking for broad equities exposure, but without too high a dividend, then something like FCIT might be worth a look. I hold it in my GIA (with GSCT, SSON, EWI, AGT, PNL and CGT as satellites). Or more JGGI? I think there might be an advantage to 'two or three and done' as opposed to one, as it might help with offsetting any CGT liability over time.


You raise an important point Sara, but using the same acronym (CGT) twice but meaning two different things could confuse. :-)


Very true - the second one is most definitely a liability, whereas the first one is hopefully an asset! ;)
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Daniel B
Posted: 27 February 2025 18:27:23(UTC)
#10

Joined: 09/04/2012(UTC)
Posts: 78
Mr Spock;335968 wrote:
My pick

HSBC Global Strategy Balanced (or Dynamic) Portfolio.


Thank you, at first glance these look quite interesting!
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