You now know what investing is, you’ve thought about your personal goals and decided how much you can invest. Now it’s time to make that investment!
How to make an investment
1
Decide on your investment
In this section we’ll look at different asset classes, geographies and your attitude to risk, to help you determine the right investment for you.
2
Choose your fund
Once you’ve decided where to invest, we’ll help you use all the resources available to you on FundCalibre to choose a suitable fund.
3
Decide where to make your purchase
Now you need to decide where to buy your fund. We take you through the different investment platforms to help you find the right one for you.
4
Set up a direct debit or lump sum
Once you know how much you can afford to invest you then have a choice – setting up a direct debit or investing lump sums. We take you through the pros and cons of each.
5
Monitor and review
Just like you’d nurture a growing child or a beautifully landscaped garden, you’ll need to monitor and review your investments. But how often should you do so and what do you need to look out for?
Expand your knowledge
You are now officially an investor, but there is always more to learn! FundCalibre can help you expand your knowledge by explaining different terms you’ll hear and how different economic environments can impact your investments.
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