+ Larger Font | + Smaller FontAs independent wealth managers we are able to provide a wide range of options to ensure that your investments held, regardless of if they are a SIPP, ISA or outside a wrapper, are reaching the goals set out in your investment strategy.
While some of the funds are quite common and easy for the everday investor to understand, others are a little more complex and sophisticated in the way they are set up.
What type of funds are available?
Generally speaking funds can be broken down into two main categories: Alternative, such as hedge funds and Conventional, such as bonds and equities.
From here they can be broken down further into different types of funds, such as open ended funds and Exchange Traded Funds (ETF’s).
Why invest in funds?
The advantage that funds hold over other investment vehicles such as shares or bonds is that funds allow an investor quick and easy access to a more diversified portfolio, even with smaller initial investment amounts. Funds also allow investors to access ‘illiquid’ asset classes, such as commercial property and private equity.
In Summary
Types- Open-ended funds
- Close-ended funds
- Exchange Traded funds
- Hedge Funds
- Ethial Funds
- Oil
- Gold
- Specialist Funds
- Soft commodities
Frozen Pension Review Service:
Please take advantage of a free, no obligation review with one of our recommended, independent pension advisers. During which they can discuss some of the various options open to you.
