How can mixed investments help you?

logo

By Personal Investing Team

02 Sep 2019

Our Multi-Index funds combine a mixture of index funds with investments in company shares, bonds and commercial property. 

So what are the key benefits, and how can they help? During times of political change and economic uncertainty, diversification has become a key watchword for investors.

Diversifying your investments is the opposite of putting all your eggs in one basket. By spreading money across different investment types, regions and sectors, the thinking is that if one experiences a downturn, the others should help balance it out.

Diversification is an important concept, since it can help mitigate risk and potentially limit losses. The good news is that it can be achieved relatively easily.

The mix of shares, bonds and commercial property these funds are made up from drives their level of risk and potential reward.

They are also reviewed, managed and adjusted on an on-going basis by our team of investment experts, to ensure they remain within the level of risk you select.

So, instead of having to take the trouble to spread money across different investments yourself, they give you easy access to a wide variety of geographical regions and sectors, including international markets – all through a single gateway.

What benefits do they offer investors?

With investment decisions made by a professional management team, they have become a popular and flexible way for busy investors to diversify their approach to investing.

Growth and income opportunities

While they’re tailored to different risk appetites, they also give you the chance to achieve capital growth, income, or a combination of the two.

Making diversification easy

They offer a quick and easy way to create a balanced mix of investments that can help prevent your money from becoming overly exposed to the price movements in a specific sector or geographical region.

Helping tackling market volatility

Since all buying and selling decisions are made by a dedicated management team, the mix of different assets held in a fund can be quickly adapted to changing external economic conditions.

Our ready-made options

It is important when selecting any investments to choose something with a level of risk you’re comfortable with.

If a mixed investment approach is of interest, check out our ‘We do it for you’ fund page, which has a host of helpful interactive features (including two videos) to help in selecting the right option for you.

Remember our ready-made investment options will stay true to your chosen level of risk, regardless of what happens to external markets.

 

Investments support and contact

Use one of the options in our Investments Support and Contact Centre to find the information you require.

Related articles

128
Category: Getting started

How do I find a financial adviser

If you’re uncertain what’s best for your savings, investments and pensions, it might be a good idea to consult a professional financial adviser but finding one can be a challenge.

x
Category: Getting started

Being a tax smart investor

How you allocate your long-term savings between cash, bonds, shares and commercial property investment funds can have a big impact on how your money can grow.

c
Category: Getting started

The principles of investing

Goals, time horizon, risk and diversification are key elements to consider when investing.

Important

Please remember the value of your investment and any income from it may fall as well as rise and is not guaranteed. You may get back less than you invest.

Please note the information, data and any references in this article were accurate at the time of writing. Please check the date of the content if you’re looking for up to date investment commentary or tax-year related information