Investment Assets

All types of shares have different characteristics and these characteristics are complex. Fund managers assess and measure these features and make investment decisions based on their knowledge and market experience.

Investment funds will have a particular aim and often belong to a specialist sector which allows them to be compared to other funds of a similar make-up and ensures that the actual assets of the fund remain aligned with the objectives and specification of the fund.

Sectors and Assets – The fund sector identifies the areas in which the fund will invest. This can be based on geographical terms, or in a particular industry. For example, there are funds that only invest in UK companies, or Japanese companies, just as there are funds that invest purely in ‘technology’ companies (IT, telecoms etc). In addition to this, there are sectors that are a mixture of assets. A typical ‘balanced managed’ fund will have some money invested in equities, some in property and some in fixed interest investments or bonds.

Although there are no guarantees as to performance or returns from any sector, our knowledge, experience and insight can indicate how we might expect investments to perform.

What our clients say about us

“Colin Henshaw has been our financial advisor for more than 15 years, so he knows us and our financial needs in great detail.  We consider him a friend too.  When he started Berry Wealth Management we were eager to have him continue in this role.  At Berry Wealth Management, Colin has assembled a superb team of people with great financial acumen, professionalism and compassion.  They take their time to get you know you, your family, your financial needs and worries. Their financial advice has been stellar, furthermore, it is great to see that the company is investing in a secure financial IT infrastructure, so that now I can access the team securely via my own personal financial portal.  This portal allows us to send and receive financial documentation securely from the comfort of our home.  This has been a boon during the COVID pandemic.  Hand on heart, we can sincerely recommend Berry Wealth Management.”

~ Paul Donnelly

 

“My relationship with Berry Wealth Management – approaching and post my retirement – has proved to be extremely positive and highly productive in pursuit of my financial goals. The Berry team are utterly professional, reliable and trustworthy. Their financial awareness and judgement is always impressive ; their research on my behalf has been forensic, and their selection, performance tracking and management of investment organisations is consistently thorough and extremely demanding. I am delighted that I engaged their services.”

~ Michael & Catherine Furlong

 

“I have been very pleased with the level of knowledge and experience of Berry Wealth Management. They take the time to really get to know their clients, which gives me every confidence that my financial goals are understood. They regularly provide updates, and have always been available to answer any questions or to explain options within my portfolio. Transitioning into retirement has been much more comfortable thanks to their help and guidance.”

~ David Leaney

 

“We have been advised by Colin for the past nine years. During this time, we have been extremely pleased with the indepth advice. The frequent reviews have helped us make some excellent, well-informed financial decisions. Colin has always attached an excellent element of professional tax-efficient advice coupled with caution that has comforted us in many ways. We wish that we had met Colin earlier, as we would have enjoyed more longevity of first-class financial planning advice.”

~ Keith & Joanne Hobbs

 

“Colin has been our financial adviser for nearly two decades, he has always offered a consultative approach to financial advice, and this has most definitely enabled Elizabeth and I to retire earlier. Colin also has a good selection of contacts for other areas where advice might be required, and having a trusted source for such recommendations has been invaluable. I do not like the larger companies’ impersonal approach and feel we are valued customers of Berry Wealth Management.”

~ David & Elizabeth Donnelly