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Rebalancing my S&S ISA given heavy exposure to US funds

5 replies

marshmallowmarzipan · 09/04/2026 15:49

Having had a S&S ISA for about 18 months (up 20% currently) I’ve realised I am very heavily skewed to US with currently 35% in FTSE global all cap and 65% in S&P 500 and I’d like to rebalance it a bit. I can put about £300/month into it going forward and was debating whether to add another fund (eg a fund with excludes US) or just to focus more on the global all cap and reduce the differential. These are where I’m hoping to leave it in 10+ years, so just wondered if anyone had any suggestions or comments on my thinking.

thanks!

OP posts:
LauraNorda · 09/04/2026 15:52

Just focus on the global one for now.

You're making money, so take comfort in that.

Tryanalogue · 09/04/2026 20:49

Are you trying to invest to your own best advantage, or are you trying to do something else? If so, what?

lokijet · 09/04/2026 21:08

You can just switch some or all of the S&P 500 into the global all cap - it’s about 65% USA anyway

if you actively want to be light on us or avoid there are some final funds ex us or ex tech

cleancoffeemachine · 10/04/2026 14:52

Check on your exposure to small caps, emerging markets and precious mentals (although it always feels like the latter ship has sailed!) Global do not always include these areas.

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