Fund Investment Options
We can offer you a vast array of options to ensure that your investments held either within an ISA, SIPP or outside a wrapper, are meeting the objectives of your investment strategy.
Some of these funds are more common than others, and some are very complex, but we have the expertise to advise and guide you.
Download our 'Rising Funds in a Falling Market' research note. The paper details a number of well managed funds that have achieved positive returns for the year to date, despite the current credit conditions.
What types of funds are available?
Broadly, funds can be categorised into two main groups: Conventional, such as equity and bond funds, and Alternative, such as Hedge Funds.
They can also be categorised by other criteria such as:
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Why invest in funds?
Unlike individual shares or bonds, funds allow an investor quick access to a diversified portfolio, even with small investment amounts. They also allow investors access to illiquid asset classes, such as private equity, commercial property and commodities.
What to do next
If you want to find out more, please call 020 7337 0520 to speak to one of our Brokers.
Read more about the Killik & Co ISA or the Killik & Co SIPP and your other investment options.
For information about the risks associated with investing in funds, please refer to our Risks of Investments Guide.