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Learn about investing

Get your head around these essential investment terms and practices, and take the first step towards financial fluency

When it comes to investing, there's no such thing as too much knowledge. But even if you're a complete beginner, it's easy to arm yourself with enough facts and know-how to get your financial future off to a strong start.

Below you'll find some simple guides to the basics of investing, so you can take the next step with confidence. And remember, our Customer Service Team will be happy to help if you have any further questions.

Understand your capacity for risk

Risk

Every investment comes with potential risks and rewards. Read our simple guide and begin figuring out your capacity for risk and attitude towards it.

Understand how tax can affect your investment returns

Tax planning

Tax can work differently when it comes to investing. Learn about the different rules and regulations that can affect your total returns.

Learn more about our transparent charges

Charges

We're transparent with our charges, so you can get a clear picture of your finances and investments. Take a look here.

Learn the difference between passive and active investing

Passive v active

Do you want to track a market or try and beat a market index? Learn the difference between passive and active investing.

Multi-manager Funds are designed to make an investor's life easier

Multi-manager

These Funds can be more expensive than others, but come with time saving and diversification benefits.

Morningstar independently rate Funds

Morningstar ratings

Learn the different ways investments are rated, so you can choose the most suitable Funds to help achieve your goals.

Simplify your investments with Willis Owen's consolidation service

Consolidating investments

Multiple investments can make your life needlessly complicated. Simplify your finances by bringing them all into one place.

Building a diversified portfolio

Diversification

What to consider when diversifying your portfolio based on your risk profile, goals and time horizon

Jargon explained

From Absolute Return to Zero Dividend Preference Share, our easy guide to investment terms and phrases will help you become financially fluent.

Find out more
why invest? learn about investing how to plan manage your investments

Willis Owen Limited does not offer or provide advice as to the suitability of investments, if you are unsure whether an investment is suitable for you or require advice you should obtain expert financial advice.

Past performance of an investment is not a guide to future performance, the value of investments or income from them may go down as well as up. You may not necessarily get back the amount you invested.

Willis Owen Limited is authorised and regulated by the Financial Conduct Authority under reference number 121261. Registered in England No.3283706, Ground Floor, 507 (Unit 2), Centennial Business Park, Elstree, WD6 3FG.

The information and content of this site is intended for UK consumers.