All types of shares have different characteristics and these characteristics are complex. Fund managers assess and measure these features and make investment decisions based on their knowledge and market experience.
Investment funds will have a particular aim and often belong to a specialist sector which allows them to be compared to other funds of a similar make-up and ensures that the actual assets of the fund remain aligned with the objectives and specification of the fund.
Sectors and Assets
The fund sector identifies the areas in which the fund will invest. This can be based on geographical terms, or in a particular industry. For example, there are funds that only invest in UK companies, or Japanese companies, just as there are funds that invest purely in ‘technology’ companies (IT, telecoms etc). In addition to this, there are sectors that are a mixture of assets. A typical ‘balanced managed’ fund will have some money invested in equities, some in property and some in fixed interest investments or bonds.
Although there are no guarantees as to performance or returns from any sector, our knowledge, experience and insight can indicate how we might expect investments to perform.
The team at Pinsa Wealth has over 40 years experience providing practical financial planning advice to people, families and businesses.
We provide you with impartial advice and services, delivered in plain English and tailored to your individual needs.
We arrange bespoke solutions for our clients, providing a tailored one-to-one advisory service, delivered face-to-face or remotely, depending on what suits you.
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 info@PinsaWealth.co.uk or call us on 0151 372 5500
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.