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Your guide to funds

Your guide to funds

Discover what they are, how to trade them and everything else you need to know in our simple guide.

Important Information: Please remember that the value of investments, and any income from them, can fall as well as rise so you could get back less than you invest. If you are unsure of the suitability of your investment please seek advice. Tax rules can change and the value of any benefits depends on individual circumstances.

Funds for beginners

Funds can be a great way to get started in investing.

Whether you're thinking about investing in funds for a comfortable retirement, to afford a home or for general savings, we believe you’ll be better off having the best information to make investment decisions.

Our guide to funds is designed to help novice investors understand the benefits and complexities of funds and how to include them in your investment portfolio.

What is a fund?

This guide will help you to...

  • Understand the basics with jargon demystified - just look out for the dotted underline for definitions
  • Choose the right funds for your circumstances
  • Make confident investment decisions
  • Learn how to start investing in funds

Explore your simple guide to funds

Helping you understand funds

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3

4

How to choose a fund

Decide your level of risk

5

Multi-manager funds

What they are and why choose them

6

How to invest in funds

The different ways of doing it

See how much your savings could be worth

Use our calculator to see how investing could benefit you and read our guide to find out more about regular savings.

Regular savings calculator

Use our regular savings calculator to see what your
investments could be worth

Calculate

Guide to ISAs

Regular savings guide

Discover how starting a regular savings plan could help you turn stock market volatility to your advantage

Download now