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Types of Investment Funds

The final size of a retirement fund is a function of a number of things including but not limited to, contribution rates, investment term, charges and fund performance. With regard to fund performance, this will be largely determined by the choice of fund.

Investment fund choices are wide ranging and encompass both an active and passive approach:

  • Actively managed funds rely on the skill of fund managers’ to add value.
  • Passive funds simply track the performance of an index (i.e. no active decisions are made) and are usually cheaper.

There are a wide range of investments to choose from which can be broadly categorised under the following headings:

Investment Triangle
 

Articles

The following article may be useful resource to assit you and your loved ones in developing your retirement plan and creating a secure and safe future for you and your family.

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Dictionary of Terms

Want to gain a better understanding of terms used by professionals in pensions and financial organisations?

Beat the Jargon!