Unit Trusts

Guide: Fund Investing

Top Tips

  • Investment Time Scale - only invest if you are willing to tie up your money for the medium to long term so that you do not subject yourself to any short term volatility in the stock market.
  • Investment objective - determine whether you would prefer income or growth when investing and choose the type of investment accordingly.
  • Work our what you can afford to invest and determine if you wish to invest a lump sum or go for monthly regular payments.
  • Determine your attitude to risk - decide what level of risk you personally wish to take to get the sort of returns you desire.

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