Interesting it has chosen NA and UK equities as its main areas, it doesn't state cap size but with a beta of 1.02, I would imagine they're lower Dom-caps
That's not a bad return, does it specify allocation? I'd be intrigued to see how they've allocated it.
St James Wealth management had similar returns with an interesting allocation.
Mutual funds risky if inflation is low?
Unusual, that depends entirely on asset allocation...
I would look at bond ISAs especially if you're willingness and ability to take risk is low.
Look at Aberdeen Asset Management. They are a form of ETF; ETF is effectively a portfolio which tracks a...
Forex isn't an investment, I'd avoid it.
What's your objectives, time horizon, ability and tolerance for risk?
I'm an investment banking student so have a decent understanding but all of above need to be clarified before advice is offered.