15

Accessing markets

Having considered the factors influencing risk profiles and investment objectives, and the role of benchmarks, investors would be wise to understand the options available in accessing the market. There are several routes to market, including platforms providers, ‘robo-investors’ and wealth managers. The rise of the do-it-yourself (DIY) investor permeates many of these options, typically via Individual Savings Accounts (ISAs) and Self-invested Personal Pensions (SIPPs).

Many people will already have some exposure to the stock market via their company or government pension schemes. The accompanying literature is worth reading, and this usually includes a report on how the portfolio is performing. But this area of financial ...

Get The Financial Times Guide to Investment Trusts, 2nd Edition now with the O’Reilly learning platform.

O’Reilly members experience books, live events, courses curated by job role, and more from O’Reilly and nearly 200 top publishers.