Sunday  20 May 2012

Invest for Recovery

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Now is the time to ensure you have the right investment strategy to benefit from the economic recovery as it develops. The big question on most people’s lips is ‘how can I invest to get the best possible return for the risk I am prepared to take’?

 

The answer to that question will depend on a number of factors, including your age, investment goals, attitude to risk and timescale for your investment. The big mistake made by many investors is to focus on one main sector, commonly UK Equities. This loses the benefit of diversification whilst increasing the risk and volatility of the portfolio by concentrating your investment in one asset class and one main sector.

By investing in different asset classes globally in a structured way, and aligning the portfolio to your risk tolerance and timescale, you reduce the overall volatility and risk, whilst enhancing your opportunity for maximising returns. Getting the balance right between equities, fixed interest securities, commercial property, commodities and cash is difficult, and it will depend on your risk tolerance and timescale.

To get you started, click on our risk profiler, answer the questions and select your timescale. This will then lead you to our well diversified portfolios, where you can choose one that suits your needs. Alternatively, why not transfer your existing funds to our platform and then re-balance them according to our asset allocation models?

The key to successful investing as we move into recovery globally, is not trying to time individual stocks, markets or sectors, but to be in the market in a well diversified portfolio, crafted to suit your personal appetite for risk and to suit your timescale.




Invest for Recovery Now

The value of your investment can go down as well as up. Please therefore ensure that you understand the risks. If you are at all unsure about the suitability of an investment please contact us for advice. The information provided on this website does not constitute financial advice. All tips & suggestions are followed at your own risk & should be supported with your own research.
The Financial Services Authority does not regulate taxation advice.

Thomas Heald Limited is authorised and regulated by the Financial Services Authority (No 492792).
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