We are here to help you learn more about investing.
Follow these simple steps to get started today.
Understand your investor profile
Before investing, it is essential you first know yourself as an investor. That means determining:
- What do you want to achieve (your investment objectives)?
- For how long you are prepared to invest?
- How much risk can you tolerate?
Know your investment options
It is also vital you fully understand the key features of the various investment options available to you. When considering a fund you might examine:
- What are the main factors that drive the fund's performance?
- What are their risk levels relative to similar funds in the same investment universe?
- How has the fund manager performed relative to similar funds?
Achieve an optimal fund mix
Choose the mix of investment products that best matches your main objectives and investor profile. Diversifying your investment across a combination of investment funds will help reduce your exposure to risk. If one investment performs badly, other investments may perform well, thus reducing your risk levels.
Regularly reassess your investment strategies
Your needs and situations will probably evolve during the time you are invested. To address this you are recommended to regularly review your investments and adjust your investment strategy to reflect your changing attitude to risk.
Interested to find out more?
Global Investor Study 2022
As inflation and interest rates rise, even the most knowledgeable people are turning to professionals for advice and guidance. Schroders' Global Investor Study 2022 surveyed over 23,000 people who invest from 33 locations globally, to find out how people are navigating these troubled conditions. The study took place between 18 February and 7 April 2022, when the economic outlook was considerably less clear.