Investing in Equities

Equities are shares issued by a public limited company and traded on the stock market. When you invest in a fund, the fund buys shares in a company on your behalf.

Equities have the potential to make you money in two ways: capital growth through increases in the share price, and income in the form of dividends. Neither is guaranteed and there is always the risk that the share price will fall below the level at which you invested.

Historically, equities have outperformed safer investments like cash and bonds and can act as the real driver for growth in your investment portfolio.

Direct investment in a single company can be risky, as you are reliant on just one company to perform well, so buying equities through an investment fund spreads the risk.

This is because equity funds generally invest across a range of various countries, regions and industries as a way of diversifying, or spreading risk.

If you choose to invest in funds with non-euro assets, changes in exchange rates between currencies may also cause the value of your investments to rise or fall.

We offer a range of equity funds, allowing you to choose a fund based on your attitude to investment risk and reward.

Threadneedle Investment Services Limited is authorised and regulated by the Financial Conduct Authority.

MFS International (UK) Ltd. is a private limited company registered in England and Wales with the company number 03062718, and is authorised and regulated by the Financial Conduct Authority.

BlackRock Investment Management (UK) Limited is authorised and regulated by the Financial Conduct Authority.

Pictet Asset Management Ltd is authorised and regulated by the Financial Conduct Authority.

M&G Securities Limited is authorised and regulated by the Financial Conduct Authority.

JP Morgan Asset Management Marketing Limited is authorised and regulated by the Financial Conduct Authority.

Warning: Past performance is not a reliable guide to future performance.
Warning: Benefits may be affected by changes in currency exchange rates.
Warning: The value of your investment may go down as well as up.
Warning: If you invest in these funds you may lose some or all of the money you invest.

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