Cash

Think your bank savings, but on a much larger scale. With cash investments, your money is invested in a cash fund that generates interest. As the fund value increases, so too does your cash value.

Cash benefits:

  • The amount of interest paid will vary.
  • Although interest is quite modest, it will never be negative.

Cash drawbacks:

  • Over time, the value of your money will be reduced by inflation, so £1 will be worth less in ten years than it is today.

Cash investments are typically used within a larger fund that is investing in different areas. It can be used to reduce the overall fund risks. But cash also plays its part in more complex strategies, typically moving money between cash and other forms of investment to actively manage risk.

Choosing the right asset mix

Fixed interest securities

Shares

Property


Free Consultation

You can have a free initial consultation. There's no fee, no catch and no obligation on your part.  We can call you to arrange a time that suits you.

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