Welcome to our Guide to Managing Investment Risk.
One of the most effective ways to manage investment risk is to spread your money across a range of assets that, historically, have tended to perform differently in the same circumstances. This is called ‘diversification’ – reducing the risk of your portfolio by choosing a mix of investments.
In the most general sense, there are many adages: ‘Don’t put all of your eggs in one basket’, ‘Buy low, sell high’, and ‘Bears and bulls make money, but pigs get slaughtered’. While that sentiment certainly captures the essence of the issue, it provides little guidance on the practical implications of the role that diversification plays in a portfolio. And, ultimately, there is no such thing as a ‘one size fits all’ approach.
2019 Guide to Managing Investment Risk: Different life stages
Different investors are at different stages in their life. Younger investors may have a longer time horizon for their investing than… Read More »
2019 Guide to Managing Investment Risk: Effective Diversification
Effective diversification is likely also to allocate investments across different countries and regions in order to help insulate… Read More »
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Investing your money can be a daunting prospect, but good financial planning and professional advice will help you to achieve your long-term goals. Whether you have specific objectives or whether you simply want your investments to keep pace with inflation, we’re here to help.
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This guide is for your general information and use only, and is not intended to address your particular requirements. The content should not be relied upon in its entirety and shall not be deemed to be, or constitute, advice. Although endeavours have been made to provide accurate and timely information, there can be no guarantee that such information is accurate as of the date it is received or that it will continue to be accurate in the future. No individual or company should act upon such information without receiving appropriate professional advice after a thorough examination of their particular situation. We cannot accept responsibility for any loss as a result of acts or omissions taken in respect of the content. Thresholds, percentage rates and tax legislation may change in subsequent Finance Acts. Levels and bases of, and reliefs from, taxation are subject to change and their value depends on the individual circumstances of the investor. The value of your investments can go down as well as up and you may get back less than you invested. All figures relate to the 2019/20 tax year, unless