The Stocks and Shares ISA products and funds available from SFS Invest Direct are not like building society / bank deposit accounts, as they can rise and fall in value and your capital is at risk.
Assess My Holdings
Whether investing for a specific event or purely to improve overall returns, it is imperative to understand whether the expected returns from an investment are realistic or not.
The levels of growth (or in fact losses) across different assets and investments can vary greatly and therefore it is worthwhile reviewing a portfolio of investments versus specific targeted growth rates.
It is however, not as simple as investing all your money in the asset type which is paying the highest potential return, as other factors such as capital security, volatility etc must also be borne in mind. For those people who wish to invest, a broad range of assets is extremely important.
To help you review your existing investments against expected or required rates of return, SFS Invest Direct offers a tool that compares growth required versus different assets to help you decide whether your money is in the right place. Click on next to begin.
SFS Invest Direct is a trading name of Skipton Financial Services Limited, a subsidiary of Skipton Building Society.
SFS Invest Direct gives you
access to FundsNetwork, a
Fund Supermarket from
Fidelity International.