Investing in a personal portfolio is not a simple matter. Investment companies generally require a minmum of £100,000 to start off a fund. Generally a questionnaire is undertaken first, helping to ensure that a portfolio is created to meet individual requirements. The manager will take into consideration the risk profile, the tax status, time horizons, future cash flow, and income needs.

How is the capital invested?

Collective funds are an option, these often fit into categories such as "growth", "income" or "balanced". Categories of investment include: equities, collective investments, fixed interest investments, alternative investments and ethical investments.

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