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Ellis Financial | Medium Risk Investments

Ellis Financial | Medium Risk Investments

Medium Risk Investment

Limited risk is acceptable to you for the potentially higher returns

Product PIP's & PEP's Unit-Linked Savings Plans
Available from Insurance Companies, sold through most banks Insurance Companies, Fund Managers
Risk Medium Medium
Returns Based on unit-linked managed funds these products offer the potential for higher returns... but with the possibility of falling values also Again these are long-term savings plans based on 'pooled funds' in which you are allocated units. Values can fall as well as rise.
Accessibility Your money is available subject to a bid and offer spread. You can withdraw your funds at any time- subject to a bid and offer spread
Ideal Term At least 5 years At least 5 years

Importantly, the value of your investment quoted to you one day may have changed the next time you ask due to market fluctuations. Regular savings are invested in a fund with a mix of assets including ones with potential for high returns such as equities and property. In the medium to long term, based on historic data, these are safe options and generate good growth on your savings.

Read more about Medium Risk 2

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