POINTS TO RE­MEM­BER

Shares - - INVESTMENT TRUSTS -

STEP 1:

ES­TAB­LISH YOUR IN­VEST­MENT GOAL AND TIME HORI­ZON

STEP 2:

ES­TAB­LISH WHETHER YOU WANT YOUR FUNDS TO PRO­VIDE IN­COME OR GROWTH OR BOTH

STEP 3:

DON’T LIMIT YOUR­SELF TO ONLY BUY­ING FUNDS THAT HAVE DONE WELL IN THE PAST

STEP 4:

MAKE SURE YOU UN­DER­STAND EACH FUND’S IN­VEST­MENT PROCESS

STEP 5:

KNOW THE MOST IM­POR­TANT BITS TO READ ON FACTSHEETS

STEP 6:

STILL NEED HELP? LOOK AT THE VAR­I­OUS ‘BEST BUY LISTS’ OR TOP RATED FUNDS

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