Tell us about the reason behind your investment and when you would like to benefit from it.
Let us know what your preferred balance between risk and reward looks like.
E.g. Deposit for a car or a holiday
E.g. Deposit for a leisure asset
E.g. Children’s education or a holiday home
E.g. A happy retirement
I prefer not to take risk for potential higher returns
The value of a low risk investment changes infrequently. Usually, a low risk portfolio is made up of money market and bond funds but could include small portions of shares and offshore assets. Your investment term should be longer than 1 year.
I’m prepared to take on risk for potentially higher returns
The value of a moderate risk investment changes more often than when investing with low risk. Usually, a moderate risk portfolio is made up of money market and bond funds but includes portions of shares, property and offshore investments that are medium to high risk ways of investing. You will normally get higher returns on your investment when taking some additional risk but your investment term should be longer than 3 years.
The value of a high risk investment changes often and with large amounts. Usually, a high risk portfolio is made up of shares, property and offshore assets with small portions of money market and bond funds. You will normally get higher returns on your investment when taking more risk but your investment term should be longer than 5 years.