See
http://www.trustnet.com/ut/funds/?fund=1700

What proportion of your share portfolio might you want to put in a fund like this ?

I have these in my PEP portfolio since 1990,it's done very well, I read from this forum the bubble might bust,so now I am considering pulling my money out

I had maxed my allowance

God I hate people who were in with top performers from the start I only found out about it a few days ago. Anyway I have stuck about 20% wedge of my pension in it now.

This recommendation was give to me by dear friend of mine who was a Chinese,sadly he died four years ago.

Bless His soul

Have you considered an ETF instead - you can find an iShares fund with similar holdings (I forget which one but it is easily found on their website) and avoid paying that 5% management (Ferrari) charge.

My pension is with Merchant Investors and they have quite a tasty fund selection:
http://www.merchant-investors.co.uk/main/f...rices_port.aspx

There are no bid/offer fees and I can fund switch within 2 days by post.

Put £250 in it 4 weeks ago, it is now £275. This is in the time when FTSE gone down a little instead - well happy about it. Only wish it was £250,000, not £250

The graph for Gartmore China Opportunies is flying like crazy - while the other markets (US, UK, Europe etc) are sinking at present. I have put some dosh into Gartmore China Opportunies but tempted to put some more in.

What percentage of your portfolio would you guys risk putting in something like Gartmore China Opportunities ? Its a big gamble - I could theoretically put all my portfolio into Gartmore China Opportunities and double my money in 12 months.

Properly 15-20%,have you consider looking at Jupiter China so far excellent performer,but the my favorite is JP Morgan Natural resources(Ex save & prosper flemming) excellent long term prospects

What is the easiest way to invest in these funds ?

http://www.h-l.co.uk/home/home.hl

In my Merchant Investors pension portfolio (see http://www.merchant-investors.co.uk/daily/...s_series7.aspx) I currently have about:

17% Gartmore China Opportunities
17% JP Morgan Natural Resources
25% AXA Framlington European
20% JP Morgan European Smaller Companies
20% Henderson European Smaller Companies

Please can you give me an opinion on this portfolio spread ? I am aware that most IFAs recommend much lower risk portfolios with at least 50% equities in the UK. I also saw an article suggesting that most IFAs would not recommend more than 5% in JP Morgan Natural Resources.

I expect to keep this pension portfolio going for at least another 10 years.

I would invest in Jupiter China but Merchant Investors http://www.merchant-investors.co.uk/main/f...rices_port.aspx dont do it.

Looks good to me, I think its a good one. Who cares what IFAs say anyway, the whole idea is to take responsibility for your own finances, my opinion is an IFA is just a salesman anyhow. I try and keep an eye on my funds by going to this site

http://www.moneyextra.com/funds/UK/chart/

and then seeing when a fund falters I switch out of it into a better performing fund. I usually compare it to a 30 day ma, if it falls beneath that I get a bit nervous and bale out. eg today I switched out of First state asian properties and into fidelity south east asia, if you look at both charts with a 30 day ma you can see which one is the strongest by far. Why dont you try it with all your funds. I try and select my funds using the performance tables out of Barclays stockbrokers funds research page as I have an account with them. The next one I am looking to invest in is AXA Framlington Emerging Markets.

JPM natural resources is my favourite at the moment I have about 25% of my portfolio in it.

Try a funds supermarket such as www.fidelity.co.uk and you can access many funds but they tend to get a bit snotty if you like to switch between funds quite often, and put them in an isa wrapper to avoid CGT, I also use Barclays stockbrokersbecause they dont seem to mind you trading funds but seem to have marginally higher charges.

So how often can you switch with Barclays and what do they charge?
I've had a wedge with Gartmore China opportunities for a while and must admit I'm getting a tad nervous....bubble and all that.
I've not tested Gartmore's patience with constant switching, I'll have to check the T's and C's

Where do you access the ma's for your funds, or do you calculate it yourself?

I have just gone for it in a big way and put 50% of my pension portfolio in JPM Natural Resources and 50% Gartmore China Opportunities. Yes it is a risk but there seems to be a realistic chance it will pay off - what apeals to me is that these fund may well fly even if all other markets are falling (as they are now).

Incidentally there are some excellent resources buried away in http://finance.yahoo.com/ which i use.

How long 'till projected retirement Penbat?

12 years minimum and I have also had the sense to build up a decent cash buffer - I have put no new money into equities for years (ever since i got burned in the dot com crash), any spare cash has gone into savings.

I also have share ISAs in the L&G European Index Trust fund.

little risky imo - esp with recent bis statements regarding chinese/us market bubbles

I have done quite a lot of reading up on that and the shares in Gartmore China fund are Hong Kong based and not anywhere near as risky as mainland China shares. China should be sound long term investment even if there are a few wobbles. As i said before Jupiter China is an even better performer but not so convenient for me to invest in.

What do you mean by MA's ?

Ok, let's say you want to retire in 12 years.

I have to say (as a layman) I liked the look of your PF before you went for the 50:50 thing, of course there's nothing to say you can't ride China for a few years and bail out into something a touch safer later on.

I'm surprised there's a real downer on the Jap funds on this forum.
Recovery looking a realistic bet now, I would have thought one or two might advocate drip feeding a few quid in at the very least?
Any opinions?

Please.

I have an ISA account with Barclays and they have told me I can switch as much as I want, whereas Fidelity told me that they dont approve of trading and sent me a snotty letter, saying I shouldn't do it. I think barclays charge about 1.5% commision , plus 0.25 % admin charge for your portfolio half yearly to a max of £60. You can see it on there website if you want it in more detail. If you go through fidelity sometimes they charge you only 0.25% or if you switch between fidelityies funds I believe that they dont charge a switching fee, so you are saving a few quid, but I think if the markets turn nasty suddenly , I would like to have the flexibility to trade out of falling funs for a bit of a premium, I guess its upto the individual.

I dont do my own MAs I wouldnt have the patience. There is a drop down selection on the page that you can select. When the price of the fund falls beneath 30 day ma that when I start looking at alternatives. If you check the Gartmore China opportunities fund against the 30 day ma you can see it is still rising steadily, when it suddenly drops below then think about switching.

In easy terms:

An MA is a moving average. You add up the price of the fund over the last 30 days and divide by 30, and each day you plot a line graph of the values, it will give you an indication of how well it is doing over a time period giving a positive or negative indication and hopefully reducing everyday fluctuations in the market.

It doesnt have to be 30days, it can be over any time period, depending on how long you want to hold a fund I suppose.

Look it up on www.investopedia.com that will give you a whole lot of info.

Thanks for info, very interesting.
My gut feeling is that 30 day MA's are a tad on the short side but I certainly like the principle.
Cheers