The value of investments and the income they produce can fall as well as rise. You may get back less than you invested.
Tax treatment varies according to individual circumstances and is subject to change. The guidance and/or information in this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
Once you have determined your risk profile, you then need to decide on the type of funds you want to invest in, to achieve your financial goals.
These will depend on your risk profile:
For example someone who is “risk averse” and does not want any associated risk to their capital will have their money invested in low risk asset classes such as Cash and fixed interest type funds.
Someone who is an “Adventurous” risk profile is prepared to take a lot of risk for the potential of a greater level of anticipated return. An “Adventurous” investor will invest in “riskier” asset classes such as Equities, Commodities and Property to achieve an asset allocation which matches that profile. The value of the investment can go down as well as up and you may not get back as much as you put in.
Cash & cash like funds
Passive management funds
Single manager funds
Multi manager funds
Discretionary fund management
Investment Fund Definitions
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