Expand your knowledge

For slightly more experienced investors, this series of articles introduces more advanced concepts to help you gain a deeper understanding of the investment world.

Equity funds: is income or accumulation right for you?

Most funds offer investors the choice of two types of shares (for ICVCs and OEICS) or units (for unit trusts): income or accumulation. Knowing the difference will help towards your initial decision-making and ultimately achieving your investing aspirations.
Real assets are different from stocks and bonds

Investment in technology

With technological developments moving at an ever faster pace, investing in the technology sector can offer interesting opportunities for growth.

Financial markets are impacted by several factors

Investing in bonds

Investing in bonds – also known as fixed income – can offer investors a way to reduce the risk of their portfolio.

How do you build a rounded investment portfolio?

Managing risk

When you invest there is a strong link between the risk you take and the potential returns you might receive. This video walks you through how these risks might vary depending on the type of investment, and some ways you might try and manage them.
Managing risk

Understanding your risk profile

One of the key questions to answer before making an investment is: What is my risk profile?
What is a risk profile?

Using funds

As an alternative to investing in an asset directly, you could choose to invest via a mutual fund. This video explains the different types of funds that are available and the benefits of using them.
Using funds

Understanding financial markets

A variety of assets are traded on financial markets, but they are all affected by certain key factors. This article will discuss the impact of interest rates, economic data, currency movements and inflation. 
Financial markets are impacted by several factors

How to build an investment portfolio

Asset allocation, or the proportions of a portfolio that are invested in the various asset classes, is key to long-term performance.
How do you build a rounded investment portfolio?

Investing for retirement

The state pension is unlikely to provide the standard of living in retirement that most of us would like or expect. Today, enjoying a decent retirement generally means providing a savings pot for ourselves.
Investment is the key to retirement

What is style investing?

There are two main approaches associated with investing in equities. Discover the advantages and challenges of each.
Find out more about asset classes

What is sustainable investing?

‘Sustainable investing’ is growing in popularity as investors increasingly want their financial assets to contribute to a better world. This article looks at the types of sustainable investment and how it can be used by investors to preserve the environment and promote human welfare.
What is a sustainable fund?

Latest insights

See all insights