Author: admin

Pooled investment funds

A gateway to diverse asset classes and strategies

Pooled investment funds offer individuals with relatively small investments an opportunity to participate in various asset classes and benefit from professional fund management. Known as ‘collective investment schemes’, these funds aggregate resources from multiple investors to achieve greater financial impact.
Continue reading “Pooled investment funds”

Investment bonds

Exploring why they are an attractive option to mass-affluent investors

Onshore investment bonds typically carry a lower risk and contribute significantly to a well-rounded portfolio. Historically, numerous investors have opted for a 60% equities and 40% bonds split in their portfolios, as these two assets often (keep in mind, not always) exhibit contrasting performances under varying economic circumstances – a beneficial attribute during market volatility.
Continue reading “Investment bonds”

Investment trusts

Different objectives and a diverse mix of investments

When it comes to investing, there are several avenues to explore. One such route is through investment trusts. An investment trust is a public limited company that raises capital by selling shares to investors. This pooled money is used to buy and sell a broad range of shares and assets. Each investment trust will have different objectives and a diverse mix of investments.
Continue reading “Investment trusts”