Pension Portfolio b...
 

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Pension Portfolio balancing tool

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I've got a few pensions from old jobs dotted around. I've just transferred one into a Hargreaves Lansdowne SIPP and now I'm trying to work out what to invest in. What I'd like to do is see where all of the other pensions are invested broken down by sector/region/risk etc so that I can "balance" (is that the right term?) the investments based on my personal preference.

Is there such a thing that allows you to plug in a list of funds and give an overall picture?

Morningstar seems to sort of do it, but it's pretty terrible. Bonus points if it also shows you ESG details.


 
Posted : 19/03/2024 3:11 pm
Posts: 2130
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I have access to tools to do this professionally, but I'm unaware of any free software to do this yourself. Think a spreadsheet would be your only option taking asset allocation from the fund factsheets and doing a manual calc.


 
Posted : 19/03/2024 4:02 pm
thebunk and thebunk reacted
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I use trustnet when researching funds and you can build your own portfolios/values etc


 
Posted : 19/03/2024 4:05 pm
thebunk and thebunk reacted
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Well the first thing I would look at doing is transferring them all onto the same platform and if that makes sense use the Morning Star X-Ray portfolio analysis which I find pretty good. If you move to Interactive Investor you can do Morning Star X-Ray directly against your SIPP account.


 
Posted : 19/03/2024 5:14 pm
thebunk and thebunk reacted
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Meaningful Money Pick a tracker and forget about it

Meaningful Money Pickafund

Meaningful Money Morning Star

The last one is very old, but still fairly relevant. There is loads more of these, but those probably cover your immediate questions (but will generate more questions 😉  )


 
Posted : 19/03/2024 7:12 pm