Professional investment management, considered around you.
Investment funds can provide access to a broad range of markets, assets and investment strategies within a professionally managed portfolio. We help you understand the available options and consider how a fund may fit your objectives.
What is an investment fund?
An investment fund pools money from multiple investors and is managed according to a stated objective and strategy. Depending on the fund, it may invest in shares, bonds, property-related assets, cash, alternative assets or a diversified combination.
Funds can vary significantly in their risk, income potential, growth objective, currency exposure, management style and charges. The name of a fund alone does not provide enough information to decide whether it is appropriate.
What we help you assess
- The fund's stated objective and investment strategy
- The assets, sectors and regions in which it invests
- The level and type of investment risk
- Whether the fund targets income, growth or a balance of both
- Past performance in context, without treating it as a promise of future results
- Ongoing charges, transaction costs and adviser remuneration
- Currency exposure and hedging arrangements
- Access, dealing frequency and recommended holding period
- How the fund complements your existing investments and pension arrangements
Funds for different objectives
Subject to suitability, availability and our provider arrangements, clients may consider funds designed around:
- Regular or periodic income
- Long-term capital growth
- Global or regional diversification
- Fixed-income exposure
- Multi-asset investing
- More cautious, balanced or growth-focused strategies
- Pension and retirement objectives
Our specialist approach
We do not look at a fund in isolation. We consider the role it may play within your wider finances, the risks you are comfortable accepting and the amount of time you can remain invested. Where advice is provided, we explain why a particular solution may be suitable and the important information you should understand before proceeding.
Looking for a professionally managed investment approach?
Speak with us about your objectives and the type of return, income or diversification you are seeking.