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The Financial Times Guide to Wealth Management, 2nd Edition by Jason Butler

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CHAPTER 11

OPTIONS FOR INVESTING

‘Simplicity is the ultimate sophistication.’

Leonardo da Vinci

Whatever investment approach you follow, you and/or your adviser will need to use investment funds to gain access to the various investment asset classes. Investment funds provide effective diversification as your capital is pooled with that of other investors to gain exposure to the underlying investment holdings. In the UK, investment funds are either regulated or unregulated.

Unregulated funds, now known as ‘non-mainstream pooled investments’ (NMPI), may not be promoted to the general public in the UK, but can be proposed to certain limited categories of investors, including:

  • certified high net worth investors
  • sophisticated investors
  • self-certified ...

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