Building an investment plan

Once you have taken the plunge and made your first investment, it’s a good time to take a breather and look at your overall strategy.

Managing your investments

Here we consider how to manage your investments once you have made them, and some of the key documents investment managers produce to keep you informed.

Investment cases

Here we cast an analytical eye over different geographies, asset classes, styles and company sizes, exploring each in detail and examining the investment case.

Investment styles

There are lots of different styles of investing – some come and go, and others endure over time.

Life stories

A range of investors talk about their different investment experiences.

Key concepts

The key bits of (unavoidable!) jargon used in this Step, busted!

Topics that we cover in Steps 5
  • Building an investment plan
  • Managing your investments
  • Market cycles
  • Investment cases
  • Investment trends & outlooks
  • Investment styles
  • Life stories
  • Key concepts

Explore the options

No matter what type of investing account or service you’re looking for, our jargon-free reviews are here to help you choose.