When you’re looking for help with investing for later life, having a diverse portfolio can be a great option for managing risk and benefitting from long-term value. Get yourself on the right path for your investment journey.
While most funds on the market are what are known as open-end funds, or mutual funds, there is another option that has become exceptionally popular in recent years. Investment trusts have traditionally been less popular than mutual funds, but this is changing. Recent figures from the Association of Investment Companies (AIC) show that investments in these trusts reached record levels in the last twelve months.
If you are new to investing or not yet confident in picking your own investments, then the idea of investing in a fund probably seems a step too far. When in fact, one of the easiest and quickest ways to start investing and generate a regular income is to invest in an income paying fund.
When it comes to dividends, understanding the difference between dividend yield and dividend growth can be a key factor when deciding what companies to invest in. Dividend yield is calculated by dividing the annual dividend paid per individual share by the current share price
Companies choose to make an Initial Public Offering (IPO) mainly to raise funds for future growth but sometimes it can also be to increase the awareness or stature of the company. This is often to the tune of hundreds of millions of pounds – so they have to have a solid, long-term plan in place to satisfy the requirements of the exchange they are proposing to list on (e.g. the London Stock Exchange) as well as the UKLA (UK Listing Authority).
The MiFID II regulation has a strong focus on consumer protection and ensuring that customers are sold the right products for their needs. This means that any organisation that helps to facilitate your investments has to ensure that they are MiFID II compliant.
The MiFID II regulation has a strong focus on consumer protection and ensuring that customers are sold the right products for their needs. This means that before enabling you to buy an investment, MiFID II requires the distributer to undertake actions regarding identifying a target market for the investment.