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Invesco warning to review portfolios

Invesco Perpetual believes investors are not reviewing their portfolios often enough and says IFAs should encourage their clients to look again at their investments.

It says too many people take out their Isa allowance at the last minute without taking into account how it fits in with their overall portfolio.

The company believes that leaving it to annual check-ups to see how the investment is performing may be too late to meet changing investment objectives.

Invesco has come up with five tips for IFAs to help inv-estors re-evaluate their investments and get the most out of their portfolios.

It says although 2001 was a volatile year, people should consider adding to their investments now that many funds have lost ground and unit prices are low.

Invesco is also urging investors not to forget about the advantages of regular savings, saying it is an effective way of ironing out fluctuations in stockmarket performance.

It says people who are investing on a monthly basis should think about increasing their premium levels if their disposable income has increased since they started investing.

Investors should also have a diversified portfolio to ensure they are making the most of a spread of asset classes.

Invesco is also urging investors to be prepared to switch funds to meet changing investment objectives.

Chief executive Mike Webb says: “While we recognise investing is a long-term commitment, it is still important to re-evaluate your portfolio on a regular basis. Too many people decide where to invest their Isa allowance at the last minute.

“By the time they re-evaluate, you may realise that your investment objectives are changing.”


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