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When you invest in funds and ETFs you’re investing in a collection of assets (e.g. stocks, bonds, property). Both offer a variety of options, giving you the benefit of diversifying your investment without having to put in hours of research into specific stocks. Investing in funds & ETFs can help to reduce risk in your portfolio and it is also an efficient way to invest in specific themes or regions starting with small amounts of money.
For more information on the range of funds and ETFs, the differences between funds and ETFs, and other investment approaches such as passive and active investment please check our Glossary below and 'Investment Guide' section of the website.
Davy Select is designed for investors at all stages of their financial journey, who are comfortable making their own investment decisions without advice.
A marketable security that tracks an index (e.g. S&P 500) like an index fund. Unlike mutual funds, an ETF trades on an exchange.
A professionally managed investment fund that pools money from many investors to purchase securities.
A stock market index where each stock influences the index in proportion to its price per share
A stock market index weighted according to the underlying publicly traded company’s total market value of the shares outstanding. Market capitalisation is calculated using the current share price times the number of shares outstanding.
A mutual fund with a portfolio that is constructed to match or track the components of a market index.
A passive approach to investing that uses alternative index construction rules to traditional market capitalisation based indices.
Identify companies that will be beneficiaries of investment themes that will materialise over the long term. Current examples may include: Life Sciences, Cyber Security, AI & Robotics, Climate Change, Value
Identify companies you believe will generate superior long-term earnings growth higher than consensus growth rates implicit in the share price.
Value managers seek to identify companies that are undervalued by the market and are trading at a discount to their intrinsic value.
Emphasis on generating income by investing in companies that offer higher dividend yields than the overall market.
Construct a lower risk portfolio of companies with stable earnings profiles and less volatile share price movements that will provide greater capital preservation during periods of market declines.
A strategy that seeks to benefit from short-term trends in pricing on the assumption that the trends will persist e.g. buying stocks whose share prices have risen and selling those whose prices have declined.
Invest in companies that have a positive impact on society and/or the environment while avoiding those companies from sectors considered to have a negative impact.
For more information on SRI, please visit our I want to Invest Sustainably page in the Investment Choices section.
Davy GPS Funds are 3 risk rated portfolios managed by Davy experts and are examples of funds available. Davy SRI GPS Funds are 3 risk rated portfolios that incorporate socially responsible investments and are managed by Davy experts.
Davy GPS Funds
Davy SRI GPS Funds
Learn more about the Davy Select fees and charges
Fees & Charges
Warning: Material that has been prepared by Morningstar™ is independent of Davy. Davy does not review this material and accepts no responsibility for errors or omissions, or for the information or opinions contained therein. It does not constitute investment advice.
Warning: The information on this page is not a recommendation or investment research. It does not purport to be financial advice and does not take into account the investment objectives, knowledge and experience or financial situation of any particular person. Prospective investors should determine whether an investment is appropriate to their own personal circumstances.
Warning: The value of your investment may go down as well as up and you may lose some or all of the money you invest. Past performance is not a reliable guide to future performance. Investments denominated in a currency other than your base currency may be affected by changes in currency exchange rates.
Warning: All investments contain risk. Please ensure you understand all the risks associated with any investment prior to making a decision to invest.
Warning: Davy Select is designed for investors who are comfortable making their own investment decisions, without financial advice; this is known as "Execution-Only". Execution-Only is not for everyone. You should ensure that you fully understand any investment and the associated risks before making a decision to invest. Alternatively, Davy can arrange for you to open a different type of account, where we can advise you in relation to investment decisions, or where we can manage investments on your behalf.
Warning: Tax information provided/discussed is by way of general guidance only and is neither exhaustive nor definitive and is subject to change without notice. It is not a substitute for professional tax advice. Please note that Davy does not provide tax advice. You should consult your own tax advisor about the rules that apply in your individual circumstances.
