Collective Investment Management
Our Collective Investment Management service enables you to diversify your investments and may potentially reduce the risk sometimes associated with holding individual stocks and shares. This form of portfolio is a practical way to invest across a broad range of shares and assets in both the UK and internationally.
A collective investment is a means of pooling small investors’ contributions into a single collective fund, so allowing you to buy a stake in a wide range of investments. The most popular collectives are unit trusts, investment trusts and Open Ended Investment Companies (OEICs).
A Collective Investment Management portfolio will comprise a collection of investments which are researched, selected and monitored on a totally independent and impartial basis.
This service can be used on a discretionary or advisory basis, enabling your Investment Manager to use their understanding of your financial objectives to select the products that are most suitable for you.
Please note, the value of your investments and any income derived from them from them may go down and you may get back less than you invested. If you are unsure about the suitability of this service, please contact us for advice.