New Starter

We are here to help you learn more about investing. Follow these simple steps to get started today.

icon1.png 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?

icon2.png 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?

icon3.png 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.

icon4.png 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?


Investing is not just about what you know but also who you are. Whether a seasoned investor or just starting out, why not get to know yourself a little better?

Featured investment solutions

Some investors look for growth, some for yield, some want to strike a balance between the two. No matter which camp you belong to, Schroders - with its team of experts and comprehensive suite of solutions - can help come up with investment strategies of attractive potential.

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