At Young Group we recognise the importance of balance and diversification within every type of investment portfolio. Each client has an individual investment strategy and associated risk profile and therefore should have a tailored investment solution aimed at achieving their goals.

Traditional methods of investment diversification tend to lean towards a few asset classes: global equities through unit trusts, funds or individual company shares. Pensions account for a major slice of long term investor money; commodities such as oil and gold can offer good counter cyclical qualities and global currencies are traded in huge volumes on a daily basis, whilst options such as cash provide very safe but low returns. It is a widely held view that property forms an essential component of any well balanced long term investment portfolio, be it residential or commercial and either fund based or direct investment. Each asset type has inherently different qualities that makes them attractive from a risk, reward and taxation viewpoint.

All of these, through to more esoteric investments in fine wines, art and specialist collectables, are typically where most money finds a home.

It is important to understand those assets that provide capital growth dynamics versus those that are more suited to generating income. Particularly important is to analyse how those dynamics may change over time.

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