0844 576 3135

Investment Products

There are many different types of investment, and each works in a different way. You may have heard of all sorts of investments – ISAs, shares, property, unit trusts – the list goes on. However, the best way to understand investments is to think about them as having three layers’

1. The underlying investment itself will fall into what are referred to as asset classes. There are four main asset classes –Shares, Bonds,Property and Cash Deposits. You can invest in each of these directly if you wish, or you can invest in a fund that invests in them all.

2. Pooled Investments. This is when you pool your money with money from other investors to invest in one or more of the above asset classes. This can help spread your risk and save on costs. Open-ended investment funds, investment trusts and life assurance bonds are the most common pooled investments.The main benefits of pooled investments are:

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Ideal Financial Planning Limited
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Ystrad Mynach
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a. Professional expertise – you arrange for an investment expert to pick investments for you, to watch those investments daily and judge when to sell them.

b. Spreading your risk – even if you have a small amount to invest, you can spread your money across a wide range of investments. You reduce the impact on your investment if, say, one company performs badly. Pooled investments will invest in one or more asset class.

c. Reduced dealing costs – if you want to buy a range of different investments directly, you might only be able to invest a small sum in each. This means dealing costs could eat into your profits. By pooling your money, you make savings because of bulk buying.

d. Less administration – the fund manager handles the buying, selling and collecting of dividends and income for you. They also deal with foreign stock exchanges and brokers, which can be tricky and time consuming.

e. Choice – there is a very wide choice of funds so that you can pick one, or many, that suit your precise needs.

3. Tax Wrappers. These are tax breaks that you can – subject to certain rules – wrap around your investment, to shield it from some or all tax. The wrapper can be around either the underlying investment or the pooled investment. Two of the most common tax wrappers are ISAs and pensions.