Frank O'Donnell

Your Guide To Alternative Investing

 The past year could be said to be somewhat challenging at times for many Investors.

Investment Guru at P3 has devised a straightforward guide for you to discover how to create a sensible and diversified investment strategy by taking advantage of the financial rewards from investing money into selected high interest  ‘Alternative Investment’ products, available to you in Scotland only through P3 Wealth’s Investment Guru, Frank O’Donnell.

So What Constitutes A Sensible Investment Strategy?

 The first thing to consider when investing is your attitude to risk.

As a Conservative Investor, you are not happy with the chance of your capital ever loosing value then you are better off sticking with the security of cash and government bonds. *

If you want to see the value of your money grow over time, accepting you will have to take some risks with your capital so you are likely to fall under the Moderate Aggressive Investor category. *

 If you are an Aggressive Investor, then you are only likely to require very limited short-term security and high upside potential. *

 Secondly, the time you have left until retirement is important, as obviously you do not want to put 100% of your portfolio in equities and risk markets if you only have a few working years remaining.

In recent years, a growing number of alternative investment opportunities have become available. They can be broken down into three categories, hedge funds, private equity and real assets.

Private equity funds acts as a source of capital to companies that are not quoted on the stock exchange. The growth potential can be far superior to listed equities. Investment Guru at P3 Wealth is the only advisor in Scotland to have access to a range of these fantastic high-return investments. Interest on investments can range from 8.5% quarterly to 30% per annum.

Real assets include property, land and commodities. Residential property might appear in a portfolio in the form of buy-to-let. Through P3 Wealth, Investors have the opportunity to access to a range of property funds such as owning a share in a budget hotel to a share in a new land development.

When investing you may have a lump sum with which to kick off your investment, but by adding to it regularly this will boost its growth potential and help to spread your risk.

For example, you might choose to invest £1000 and forget about but by setting up a direct debit mandate for say £40 a month, you will get into the habit of regularly topping up your investment and dependant on how the investment performs, you could benefit from a process known as pound/cost averaging.

Should you require further information or advice on Alternative Investing or any other financial matter, please do not hesitate to contact ‘Investment Guru’ at P3 on 0131 331 4191 who is always happy to assist.

*It is also important to note that for all categories mentioned, values may fall as well as rise and investors may not get back the amount originally invested. The guidance provided is subject to the UK regulatory regime and is therefore, primarily targeted at consumers based in the UK. This blog does not confer any form of personalised financial advice, should you wish to receive specific financial advice please contact us.