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How to choose and manage your own investments

How to choose and manage your own investments

Investing has a reputation for being complicated and best left to the experts, but it doesn’t have to be that way.

Successful investing is personal

When choosing funds for ISAs, pensions or other investment accounts, it is easy to get swayed by whatever investments are heavily tipped at the time or are leading the performance tables. The trouble with this approach is that it can lead to a portfolio that lacks balance and has a level of risk that isn’t right for you.

The good news is that much of the work that goes into building a successful investment portfolio is dependent on understanding your personal requirements. And who better to do that than you?

To build and manage a successful investment portfolio, we suggest these key steps:


Are you primarily looking for capital growth from your investments, an income, or a combination?


The longer you are investing for the more risk you can consider taking as your investments will have time to overcome short-term setbacks.


Spread your money across different types of investments and across different regions to help lower overall portfolio risk and expose yourself to more opportunities.


Once you have chosen an asset allocation strategy, it is important to populate it with high quality funds in each category.


Investing doesn’t finish at the point you buy your funds. It is vital to continue to monitor a portfolio once invested and to review it from time to time.

Get the support you need

At Bestinvest we have helped to champion ‘DIY’ investing for more than 25 years. Drawing together all of our experience and industry renowned research – from helping self-directed investors to advising on and managing people’s wealth – our free guide will help you decide on an investment strategy that works for your needs, pick top-quality investments and make sure your plan is kept on track.

How to choose and manage your own investments strips away the illusion that investing is only for experts, leaving in its place the simple, key principles of successful investing that anybody can follow.

Download the full guide

Why choose Bestinvest for your investments?

We have the straightforward aim of helping you make the most of your investments, and our comprehensive range of services enables you to enjoy as much or as little involvement with them as you like. We spend every day talking to clients about their finances and the combination of our expertise, friendly team and market-leading service saw us voted Low Cost SIPP Provider of the Year and Self Select ISA Provider of the Year at the FT and Investors Chronicle Investment Awards 2013.

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The value of your investment can go down as well as up, and you can get back less than you originally invested.

The Bestinvest Online Investment Service, including any account analysis and investment reports provided by our guidance services, is an online execution-only dealing service for investors who want to make their own investment decisions. It does not provide advice on the suitability of products and investments; if you are unsure about the suitability of any investment you should seek professional advice. Clients of our Investment Advisory Service and Managed Portfolio Service can use the website to obtain current valuations of their investments but cannot trade on these accounts online and should call their adviser if they wish to discuss changes to their investments.

Past performance or any yields quoted should not be considered reliable indicators of future returns. Restricted advice can be provided as part of other services offered by Bestinvest, upon request and on a fee basis. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

Issued by Bestinvest (Brokers) Limited (Reg. No. 2830297), which is authorised and regulated by the Financial Conduct Authority. Financial services are provided by Bestinvest (Brokers) Limited and other companies in the Tilney Bestinvest Group, further details of which are available here. This site is for UK investors only.
© Tilney Bestinvest Group Ltd 2016.

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