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Best managed stocks & shares ISA

5 replies

Vergus · 16/01/2025 14:27

Hello - does anyone have any experience opening a managed stocks and shares ISA and would care to share their feedback as to whether you think your provider is good or not?

I have looked at a number of options - I'm not keen on the Robo platforms (Moneyfarm and Wealthify) as i'd rather have a person assigned to my portfolio and oversee the management of it. I've looked at AJ Bell and Vanguard - both seem like safe and trusted platforms but Vanguard has consistently high performance data across the last three years in Boring Money's reviews. I'm not sure if the other high profile providers - Trading 212, InvestEngine, Interactive Investor etc are Robo platforms. Would like to hear people's experiences/feedback.

Thanks

OP posts:
QuotetheRaven · 16/01/2025 18:32

I'm about to move my cash isa to S&S, but waiting to see if the markets fall a little with Trump coming in, first.
I'm going with Vanguard, and will go with the FTSE global all cap index fund. Good global balance of stocks and a good return of 10% or there abouts. Fees are also quite low. It has many billions in the fund and a good growth record so I'm happy to run with it.
I wouldn't individually pick stocks or go with a pop up trading platform if this is a longterm play for you.

Vergus · 17/01/2025 09:43

@QuotetheRaven Yes good advice there about pop-ups! Vanguard seems like a steady, robust provider. I am also slightly cautious about the Trump administration and its effect on the S&S market TBH.

OP posts:
MikeRafone · 17/01/2025 10:27

want to follow as looking at S&S ISA for April

zaxxon · 17/01/2025 10:30

Have a look at Morningstar. They write up reports on many funds and know the background of some managers. You may have to register to read the reports, but it doesn't cost anything.

TizerorFizz · 17/01/2025 10:32

Ours are all managed by Schroders. Not sure there’s a minimum £ involved. Probably. You won’t get a financial adviser if you aren’t investing much. Just hope the company is good at its job.

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