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This year investment insights

Dover Wealth Management Services

Investment Funds

At Dover Wealth, we offer expert guidance on your fund portfolio by pinpointing the sectors and markets with the greatest potential upside relative to associated risks given current market conditions.

An investment fund represents a form of collective investment where participants pool their money together. Managed by investment fund management firms, these funds allocate assets from multiple investors into securities like stocks, bonds, treasury bills and other financial instruments.

Unlike fixed-rate bank deposits, returns on investment funds are neither predetermined nor guaranteed. They hinge on fluctuations in the value of securities and other assets within the fund's portfolio. Higher increases in asset value correspond to higher returns, with the value of investments regularly monitored by tracking participation unit values.

In situations where risk tolerance is high, investors might consider more volatile investments with the potential for greater returns, such as equity sub-funds. Conversely, in low-risk scenarios, opting for sub-funds with limited volatility may be preferable, even if the returns are comparatively lower.

How to Apply

For inquiries, reach out to Dover Wealth Financial Services directly via email to request a callback.

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