![]() If you are not familiar with these you should ask us for a copy of the provider's key features and brochure. You should only invest if you are comfortable with the specific risks pertaining to the fund in question. ![]() Higher Risk - This fund is specifically aimed at sophisticated investors and is particularly high risk, because it concentrates on a region that may be exposed to unusual political or economic risks. The value of investments and any income from them may therefore decrease or increase as a result of changes in exchange rates between currencies. Property transaction costs are high (typically around 7% due to legal costs, valuations and stamp duty)Įxchange Rate - This fund invests in securities outside the UK. Property valuations are made by independent agents but are ultimately subjective and a matter of judgement. In particular the following risks will apply:- The property market is illiquid and this can, in exceptional circumstances, lead to times in which clients are unable to dispose of part or all of their holding. ![]() Property - The fund invests in Property funds, property shares or direct property. Investments Long Term - Investments should be regarded as long term and are not suitable for money which may be needed in the short term, you should always have a sufficient cash reserve. Neither capital nor income is guaranteed. Value of Investments - The value of investments, and any income can fall, as well as rise, so you could get back less than you invested. In particular, gold, technology funds and other focused funds can suffer as the underlying stocks can be more volatile and less liquid. They may assume higher risk, as markets/sectors can be more volatile. Funds which invest in specific sectors may carry more risk than those spread across a number of different sectors. Sector Specific - The fund invests in specific sectors. Smaller companies shares can be more volatile and less liquid than larger company shares, so smaller companies funds can carry more risk. Smaller Companies - The fund invests in smaller companies. This stock concentration may carry more risk than funds spread across a larger number of companies. ![]() Concentrated Portfolio - The fund may invest in a relatively smaller number of stocks. ![]()
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