How balanced is your investment portfolio?

Limit any losses to take advantage of the upside

In this current economic downturn, it may be appropriate that you spread your portfolio over several different investments. This may help limit any losses, and conversely, if markets eventually rise, you may be able to take advantage of the upside. Make sure your investments are appropriate for your risk profile and if you have any concerns please contact us.

If your portfolio isn’t balanced, it may be appropriate to consider a multi-asset fund. As the name suggests, multi-asset funds can be a useful diversification tool, as they invest in a wide choice of assets. This means that if one asset performs badly, you also have exposure to other assets at the same time which may not be affected by the downturn.

The value of investments and the income from them can go down as well as up and you may not get back your original investment. Past performance is not a guide to future performance.

 

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