Investing in Shares

Shares are an important part of any investment strategy.

Although past performance is no indication of future returns, history suggests that shares can outperform other types of investment over the longer term. However the market does experience peaks and troughs and is more volatile than other asset classes.

So while investing in shares offers potentially higher returns there are also potentially higher risks.

Liquid investment

But compared to other investments like property, shares are a liquid investment. While selling a property can takes months, shares can be bought and sold as and when required. Unlike selling a property, you can sell part of your share parcels.

At Countplus mbt, we believe that the key to investing in shares is all about being informed, monitoring your shares’ performance on a regular basis and being mindful of your goals and investment strategy.

With the potentially higher risks involved in share market investments, diversifying your share portfolio is vital, spreading your investments across a range of industry sectors and managed funds.

Before investing in shares, we assess your current financial situation and set your financial goals for the future. We ascertain what you hope to achieve from your investments, whether you want a return in the form of income or capital growth and the degree to which you are prepared to risk some of your investment capital for the opportunity to make higher returns.

To discuss how we can help you with financial planning and investing in shares, please contact your Countplus mbt financial adviser for an obligation free meeting.