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New Investments: Stocks ISA, Aberdeen Emerging Markets & INSYNERGY Odey Fund

Posted by DJM | February 7, 2010 .

I have made a few changes in my Stocks and Shares ISA to reflect a higher exposure to risk after a relatively short investment in bonds. It’s my feeling the god returns from bonds are fading into the past and 2010 will provide slower growth in this area.

My ISA currently consists of monthly contributions into M&G Optimal Income Class X, Jupiter Corporate Bonds and HL Multi-Manager Inc & Growth Portfolio. This month I am dropping contributions to the Jupiter Corporate Bonds and adding two new funds. Welcome to Aberdeen Emerging Markets and the INSYNERGY Odey Fund.

Aberdeen Emerging Markets

I’m investing in this fund due to it’s exposure to emerging markets, funnily enough! I wanted more exposure to emerging Asia and South & Central America, this fund provides exactly that. In my opinion investing in UK and US markets is pretty futile and the future for larger gains is in the emerging and growing economies of developing countries. Everything from agriculture to medicines are rapidly developing in these countries and its a good time to cash in on it. The fund is predominately held in International Equities which is in my preference.

Aberdeen Emerging Markets - Global Allocation

Aberdeen Emerging Markets - Global Allocation

Aberdeen Emerging Markets - Asset Allocation

Aberdeen Emerging Markets - Asset Allocation

INSYNERGY Odey Fund

Bought purely because of the man at the helm…. Crispin Odey. There is nothing more to say on this fund, it is mainly UK invested which goes against my plans but I’ll swallow that pill to have Crispin managing some of my money.

INSYNERGY Odey Fund Global Allocation

INSYNERGY Odey Fund Global Allocation

INSYNERGY Odey Fund Allocations

INSYNERGY Odey Fund Allocations

What are you guys investing in? and why?

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