Der britische „Home Bias“ treibt den Anstieg der Isa-Millionäre voran, sagen Investmentplattformen

https://www.ft.com/content/da167042-3ecf-4356-a6a8-0376e9ad860d

Von Gentle_Snail

4 Kommentare

  1. Gentle_Snail on

    >A recent surge in Isa millionaires has been driven by investors with a bias towards UK assets, according to two leading investment platforms, following a bumper year for the FTSE 100.
    >
    >Hargreaves Lansdown, the UK’s largest “DIY” investment site, said it had seen more than a 70 per cent increase in the number of Isa millionaires between December 2024 and December 2025, largely due to investment outperformance in the UK. 
    >
    >Emma Wall, Hargreaves Lansdown chief investment strategist, said the millionaires had made their money through the 27-year-old tax-free investment wrapper “by investing in UK equities”. Total returns in sterling for the FTSE 100 last year were 24.7 per cent, compared with 8.7 per cent for the S&P 500, according to Bloomberg.

  2. I think decades of maxing out their allowance and tax free compounding is driving the surge

  3. Don’t buy it. You’d have to have a very substantial portfolio already, FTSE is marginally above S&P for the past 12 months after many years of being behind, most people won’t be heavily UK weighted. The amount of people that will be ISA millionaires because of UK bias must be minuscule. And who says they wouldn’t have done the same with a bias elsewhere.

Leave A Reply