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Michelle is an award-winning chartered financial planner who holds the designation 'Fellow of the PFS' demonstrating her commitment to maintaining the highest standards of knowledge, ethical conduct, and professional practice. Michelle is also an accredited member of the Society of Later Life advisers. Michelle offers a fully personalised service tailored to each clients individual needs and goals, using an approach that was recognised and honoured by the Women in Financial Advice awards in 2021. Clients working with Michelle can expect a high level of professionalism, integrity and a lasting relationship built on trust and open communication
Michelle Boakes
Chartered Financial Planner
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Single-asset or multi-manager funds are investment options for those who want a hands-off approach to investment.
What is a single-asset fund investment?
Single-asset fund investment is when an investment manager focuses on one security, asset, acquisition, or transaction. Please note investment managers are not providing financial advice. They are operated by a single investor or a group of investors working for the same company or affiliation.
Single asset fund investment offers potential for lucrative investment growth, but it does expose you to some risks due to a lack of diversification. This can be offset by other investments. Management fees are low due to the single-asset investment.
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We offer a complimentary introduction meeting to understand your existing plans and your financial objectives so that we can offer you the right advice and service that meets your objectives and your preferences.
What is a multi-manager fund investment?
A multi-manager approach to investing is when capital is used to invest across different assets, industries, markets and even countries. Alternatively, the managers may invest in the same assets but use different investing styles as a way to diversify their strategy.
By diversifying investment in a multi-manager fund, the investor reduces risk and allows for some gains while protecting themselves from big losses. However, they will usually be subject to higher management fees due to multiple fund managers being involved.
Why use single or multi-asset investment
Single or multi-asset investment funds are an appealing investment opportunity for many people looking to grow their finances while acknowledging some risk. They offer a simplified and hands-off approach to investing, helping you to invest without costing time and effort.
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When we tell you about a fee, you will always receive a clear explanation of: The total fee, the advice service it relates to, how it's been calculated, when you need to pay it and your payment options.
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THE VALUE OF INVESTMENTS AND THE INCOME THEY PRODUCE CAN FALL AS WELL AS RISE. YOU MAY GET BACK LESS THAN YOU INVESTED.
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