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BFS shapes up with shape-it

BFS Investments has designed Shape-it, a portfolio management service that also allows investors to access investment trusts through an individual savings account (Isa) and Pep transfer.

Shape-it allows investors to choose their own portfolio of split capital investment trusts from the nine trusts in the BFS range. These cover BFS Asian assets through to BFS smaller companies and BFS income and growth.

Split capital investment trusts consist of different share classes that enable investors to focus on income, growth or a combination of the two in line with their risk profile. Risk profiles can vary from very cautious through to highly adventurous and the nine investment trusts cater for these different tastes.

To help investors decide which investment trust and which share classes meet their needs, BFS has designed a tool called trust finder and also has a risk fact sheet which explains the level of risk that investment trusts and their different share classes.

The advantage of Shape-it is that it offers investors a good degree of diversity, but this does not extend to external fund managers which could be seen as a downside.


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