The Basics

Your investment choices

Deciding how to make your money work for you is not always as easy as it is often thought to be. While we are all familiar with traditional low-risk savings accounts, in the current interest rate environment these financial products are delivering very limited returns. But what are the alternatives?

There are many investment opportunities out there, but some may find it difficult to manage the multitude of choices. What asset class, sector or region should you invest in? Here we examine the important questions and issues that should be addressed when making your investment choices, whether by yourself or together with your investment advisor. You cannot choose an investment vehicle that will meet your objectives, until you are clear about your investment needs.

The basics

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Saving vs. investing

Collective investment
v. direct investment

Direct investment

Understanding
underlying assets

What kind of investor are you?

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Your investment
profile

Risk

Risk
and volatility

Growth
and return

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Risk
and return

Investment
life cycle

Retirement
planning

 

What is a financial advisor?

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Do I need
a financial advisor?

Why choose ucits investment funds?
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