Lump Sum Investments
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A lump sum investment is of the entire amount at one go. For example, if an investor is willing to invest the entire amount available with him in a mutual fund, it will refer to as a lump sum mutual fund investment.
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We focus on clients who are looking to invest for two years or more. These sorts of investments have the potential to deliver better returns over a period of time compared to those offered by banks or building societies. There can also be tax advantages to certain types of lump sum investments.
Clients will have full access to the investment, but we prefer to leave it where it is to get the best possible return. Clients can invest in a way where they can draw an income – but we need to know that at the start. We can invest in areas to suit a client’s risk profile – higher risk and higher potential return or lower risk. We can of course do a mix of the two.
Remember, investments may fall as well as rise. You may not get back what you put in.