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I'm having trouble finding certain funds using IWEB

06 December 2021

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Question by Bill

I am using IWEB and my question is why I cannot find a number of specific funds in their list. For example, a JP Morgan Pacific Tech fund was referenced in The Economist so I tried to find it: not there. I don't know much about the structure of the market and how platforms like IWEB operate so I hoped that my toe-in-the-water would provide a good learning experience. But I seem to be restricted in what I can look at. Perhaps it is a 'walled garden'.


Answered by Oliver McDonald

Hi Bill,

Thank you for your question.

Platform providers won't necessarily offer access the every fund around the globe. You may want to investigate where the specific fund can be accessed, if at all by retail investors, before opening an account.

As you mention you have limited experience of the markets and platform, you may want to look at a more globally diversified approach to investing rather than following tips/mentions from media publications. There are also many platforms (dig around this website for reviews) that offer a guided approach. This could suit you well whilst you're 'dipping your toe in the water'.

For more long-term financial planning, you could then look to engage a financial planner.

Hope that helps.

Oliver

Answered by

Oliver McDonald

Director & Independent Financial Adviser

I have worked in financial services for 15 years gaining extensive experience in financial planning. I am a people person. You will rarely find me explaining complex spreadsheets or using jargon. I keep my conversations at a high level and realised early on that financial planning is all about helping my clients achieve the lifestyle they want in future. I work with individuals, business owners and entrepreneurs. I specialise in retirement planning, investments and business protection.