SAFE settings for mutual funds
Tom,
Thanks for your response, including the valuable additional point about leaving 30 days between purchases.
At the moment I'm progressively migrating my existing fund holdings over to my A.I.M. equity and cash funds, including from some government bond funds, trying to phase it so that I buy into the equity fund when the index is oversold, selling bond funds at this point too, when they are higher, until I reach the target cash figure, setting the Portfolio Control figure from the value of the equity fund holdings at that point.
Best wishes, Mike.