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EQi explains

  • Corporate actions and coronavirus – what you need to know

    Corporate actions and coronavirus – what you need to know

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  • Lockdown changed the world, and now ethical investing will too

    Lockdown changed the world, and now ethical investing will too

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  • Investing basics: how to pick the right fund 'share class'

    One of the least concerns a fund investor should have is that of a lack of choice – writes Tabitha James of DIY Investor Magazine

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  • Stamp duty holiday

    Stamp duty holiday: what it means for Lifetime ISA holders

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  • What’s your ISA fit?

    With five ISA types, and one discontinued, which ISA offers you the best fit?

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  • Funds: the basics

    Funds, traditionally referred to as mutual funds, are collective investments that pool investors’ money to buy and sell shares or other assets in a range of companies to maximise profits and reduce risks.

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  • How to select a fund

    Selecting a fund or funds can seem overwhelming from the thousands to choose from, so here are some pointers to bear in mind.

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  • Growth, income or preservation - what's your goal

    Investment can sometimes seem like a dauntingly complex arena to navigate but there are plenty of ways to cut through the mystique and explain the jargon.

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  • Five places to invest your money

    Cash tucked away in a deposit account will offer very limited interest on your hard-earned savings. To generate a return ahead of rising prices it is worth considering putting your money to work in the financial markets instead.

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  • Sometimes, it is what you know: Breaking down investment jargon

    For investors yet to shelter the maximum £20,000 for the current tax year, it’s important to work out the best route to take full advantage of the allowance.

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  • Using diversification to defend your investments

    Being a successful investor is dependent on a combination of factors - there’s no single winning formula. Yet experts are unanimous that an essential element of any portfolio is diversification.

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  • A simple guide to fund pricing

    Funds pool the money of lots of investors to buy a portfolio of investments; the price of these assets fluctuates, as does the size of the fund as investors buy and sell shares.

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  • The importance of investment diversification

    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.

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  • Investment Trusts vs. Mutual Funds

    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.

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  • What are different types of ETFs

    Exchange traded funds (ETFs) are a specific type of fund that, as their name indicates, can be traded like individual shares on a stock exchange such as the London Stock Exchange (LSE).

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  • Letting Income Funds do all the work

    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.

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  • Unit trusts vs OEICs

    Funds not only differ in the sectors or geographical territories they invest in, there are also different ways for them to be structured.

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  • Shares with high dividends. Good or bad sign?

    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

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  • Why should I invest in an IPO?

    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).

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  • Markets in Financial Instruments Directive (MiFID) II

    The Markets in Financial Instruments Directive (MiFID) II came into effect on 3 January 2018 and delivered some significant changes to investing regulations in the UK.

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    EQi
  • What is MiFID II

    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.

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    EQi
  • MiFID II and 'Complex' products

    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.

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