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Investing in funds

Through an ISA, a General Investment Account or a Pension, you can invest in a variety of funds from professional managed to low-cost tracker solutions.

We can provide you with the opportunity to invest in a funds that are right for you and your circumstances.

Find out how below…


How does a fund work?

A fund manager manages your investment and it works by pooling your money with other investors into a single fund. The fund manager uses the money to invest in asset classes through a variety of securities.

These investments can then be further categorised and include equity or property (asset class), global emerging markets (investment region) or energy, utilities and healthcare (industry sector).

By having a variety of investments in asset classes, regions and industry sectors results in a diversified portfolio and reduced risk for you.

The manager of the fund makes day to day investment decisions taking away the need for you to be involved. They will typically charge a fee for this service.

Funds Manager


The value of the fund can fall as well as rise based on the underlying investments held within the fund. You can make money by selling your investments at a higher price than you originally bought them for. 

*Please note: Your capital is at risk. The value of your investment (and any income from them) can go down as well as up and you may not get back the full amount you invested However, if you decide to sell your investments in a General Investment Account you may be liable for Capital Gains Tax.


If you would like to find out more about funds then please do get in touch with us and we can advise the best option for your circumstances.

To learn more about funds, please get in touch.

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