Much of what has been covered in Lee and the IC episodes is about financial literacy and in this episode, Alex and John take a step further by hosting three members from the Renaissance Foundation, a specialist London-based youth charity.

The foundation, among its other aims, hopes to bring financial literacy to young people who otherwise may not have exposure to the world of investing. It will soon launch the City of London Youth Investment Fund and Alex and John are joined by CEO, Sat Singh, and co-chairs of the fund, Ananya Chowdhury and Wahid Uddin, who benefitted from the foundation as children.

The five discuss a range of topics from the formation of the fund to their research methods when finding companies to invest in. Lord Lee shares insight from his six-decades-worth of experience as a private investor, and Alex and John also touch on his Lok'n Store holding and take questions from listeners.

Timestamps

1:11 Financial education and the Renaissance Foundation

6:15 The fund

8:27 Practical considerations of the City of London Youth Investment Fund

10:12 Co-chairs of the fund Ananya Chowdhury and Wahid Uddin

12:29 How to bring investing to life for young people

13:46 John’s entry into investing

15:16 The investing approach to the fund

16:36 Balancing risk and range of a fund

17:52 How investing changes when it's collaborative versus personal

18:46 Will their fund be more company or fund-focused?

21:33 What success would look like for the fund

23:48 Sharing investing styles

27:37 The importance of dividends

29:01 John’s portfolio & Lok'n Store

34:20 PZ Cussons

41:22 Listener questions

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Episode Details

Personal Finance Show 1 July 2016

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