Monthly Archives: July 2019

With-profits funds

Posted on July 5, 2019 by - Uncategorized

Fewer ups and downs than investing directly in shares

If you save regularly or invest a lump sum using a life insurance policy, you might choose to invest in a with-profits fund. These aim to give you a return linked to the stock market but with fewer ups and downs than investing directly in shares. However, they are complex and are not as popular a form of investing as they used to be.

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Investment trusts

Posted on July 5, 2019 by - Uncategorized

Making money by investing in other companies

An investment trust is a public company that raises money by selling shares to investors, and then pools that money to buy and sell a wide range of shares and assets. Different investment trusts will have different aims and different mixes of investments.

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Stocks & Shares ISAs

Posted on July 5, 2019 by - Uncategorized

Investing in a wide range of different tax-efficient investments

Individual Savings Accounts (ISAs) can be used to hold stocks and shares or cash, or any combination of these, up to the current annual limit. An ISA is a tax-efficient ‘wrapper’ that can be used to help save you tax.

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