CONSIDER YOUR GOALS
When you’re planning your investments, clear objectives and a good understanding of the options available to you will help you meet your goals. Here are some important factors you can think about now:
- Length of your investment – long-term or short-term?
- Your appetite for risk – where does your charity fit on the scale; are you cautious or adventurous?
- Access to your money – do you need to take out funds at any point?
- Income – are you investing to create a sustainable income?
- Ethical concerns – do you have ethical criteria for your investments?
- Diversification – should you invest across a range of investments?
- Past performance – how have the investments performed in the past?
- Management – how actively do you want to manage your investments?
New to investments? Our guide to getting started with investing can help.
Different investments suit different investors, so it’s important to get advice from an independent financial adviser. Find out more about investment advice for charities.