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Fundamentals of Investment

At some point in their life many people have made a decision to invest their money with the objective of that investment generating a profit. As a result, many have an investment portfolio, which is a collection of assets that over the long term would be expected to make a return.

However in the past many individuals have been encouraged to invest into individual products or funds that promise high returns over the long term. What’s often unclear is that great returns do not typically come without taking significant risk.

Investing in such products and funds, which may not be suited to your circumstances or account for your risk preferences, can result in disappointing and unexpected losses.

It’s natural to respond cautiously when an unexpected loss occurs. This may lead to cashing in an investment at the wrong time. Even more damagingly, it can lead to being reluctant to invest in the future. So to avoid a similar fate, it’s common for investors to remain heavily invested in cash.

However, cash itself is not risk free. While the capital value may be secure, it’s easy to overlook the impact of inflation over time. In fact, investing in cash may also lead to long-term financial disappointment.

Successful investing involves understanding your financial goals – and establishing an investment portfolio that will give you the best chance of achieving them, for the minimum risk you are willing and able to accept.

To comfortably make important investment choices, it’s vital you understand investment principles and the concept of risk and return. This document explains the principles of investing and key considerations for managing risk.

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