The Foundations of Investing

With anything, the foundations are the critical. Investing is no different!

Choose assets that are expected to provide higher returns relative to their risks. Applying this to funds, quality fund managers should have a sound basis to their operations and growth. However this might take time to deliver.

Quality and value do not always go hand in hand. Quality funds may have a high price that they offer a low value initially. The focus is the expectation that they will be around for a long time, not just a good time.

Diversity acts like the scales in a portfolio, providing balance. It can provide a buffer against mistakes in assessing value because nobody gets it right all the time.

A well balanced portfolio should be designed to cope with occasional losses.

This pillar applies to the other three, giving you the best chance of success.

Every market will suffer periodic downturns. The golden rule is don’t panic and get caught up in the fear and greed cycle.

The ensure your investment portfolio has solid foundations talk to us today.

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Please click on ‘Become a Client, Enquire Now’ at the bottom of the page and complete the enquiry form and we will normally contact you within the same working day during business hours or if you would prefer us to contact you outside normal business hours then please advise and we will quite happily do so. Alternatively you can email us with details about your requirements to or call us on 0151 372 0388

The above article is purely for information purposes and does not constitute advice.

Past performance should not be taken as a guide to future performance. The underlying value of investments, and the income from them, can go down as well as up, and you may not recover the full amount of your original investment.

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