How to run a “health check” on your investment portfolio

After a year like 2020, where anything was possible, the New Year is a good time to check in with your finances – or, more specifically, your investment portfolio. Staci West takes us through some thought points for a balanced portfolio, how to consider ESG in your choices and whether a multi-asset approach is best.

This article is provided for information only. The views of the author and any people quoted are their own and do not constitute financial advice. The content is not intended to be a personal recommendation to buy or sell any fund or trust, or to adopt a particular investment strategy. However, the knowledge that professional analysts have analysed a fund or trust in depth before assigning them a rating can be a valuable additional filter for anyone looking to make their own decisions. Past performance is not a reliable guide to future returns. Remember, all investments can fall in value as well as rise, so you could make a loss. Before you make any investment decision, make sure you’re comfortable and fully understand the risks.Further information can be found on Elite Rated funds by simply clicking on the name highlighted in the article.

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