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How it works

C&I
We’ll keep an expert eye on your investments

Try it now

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Complete our questionnaire

  1. Tell us about yourself and the money you are looking to invest
  2. We will take you through a questionnaire to determine your attitude to risk and how much loss you could withstand to your investments without it affecting your financial security
  3. This is to make sure we recommend the right investment strategy for you and your money

Invest £10,000 or more

  1. You can invest £10,000 or more with Click & Invest
  2. Make use of your ISA allowance with our Stocks & Shares ISA
  3. Or, use our General Investment Account

We’ll look after your money for you

  1. Our team of expert Investment Managers will invest your money on your behalf into an investment portfolio, and make investment decisions to help you reach your investment goals.
  2. Our expert in-house Research Team constantly analyse the markets, to make sure your money is working as hard as possible

We don’t just track the market  

  1. We won’t only choose passive investments that track the market
  2. Our experienced Investment Managers, supported by our Research Team, actively aim to beat it instead
  3. We’ll select investments that we believe are right for you and your investment goals

Stay up-to-date 24/7

  1. Access your investments online or via the Investec App whenever and wherever you like
  2. We have a dedicated Click & Invest support team who are available 365 days a year
  3. We will keep in touch every month to let you know how your portfolio is performing, and you’ll also receive video updates from our Investment Managers

 

Remember investments in the stock market may fall as well as rise and are not appropriate for investing for the short term. You may get back less than you invested. All investment carries risk and it is important you fully understand these risks and are willing to accept them.

How we choose investments that are right for you

It’s important that the investments we buy on your behalf reflect your investment goals and length of time you are investing for, as well as what level of risk you are comfortable taking, and can afford to take. Our experts across Investec have designed an Attitude to Investing Questionnaire to place you in the most suitable of our five investment strategies:

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    Defensive strategy

    Designed to provide capital preservation over the medium to long term (at least three years). For investors willing to accept small short-term losses.

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    Cautious strategy

    Designed to provide capital preservation over the medium term (at least three years), with some potential for longer term growth. For investors willing to accept moderate short-term losses.

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    Measured strategy

    Designed to provide capital growth over the long term (at least five years). For investors willing to accept moderate short to medium-term losses.

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    Adventurous strategy

    Designed to provide a high level of capital growth over the long term (at least five years). For investors willing to accept significant short to medium-term losses.

     

     

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    Aggressive strategy

    Designed to maximise capital growth over the long term (at least seven years). For investors willing to accept large short to medium term losses.

Understanding Risk & Return

At Click & Invest, one of the ways we get to know you is by understanding your attitude towards risk. This helps us invest your money in a way that you’re comfortable with when the market inevitably fluctuates.

For instance, higher risk investors are more willing to accept larger short-term losses, in pursuit of greater long-term returns. So when their investments dip in value, they’re happy to stick with them, rather than sell at the wrong time.

Meanwhile, lower risk investors tend to prefer more stable portfolios—where the value of their investments grows slowly and with fewer significant dips in value.

 

 

 

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We place the highest priority on the confidentiality and security of your financial information and investments

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Contact Us

0808 164 1234
+44 203 866 1234

Available 24 hours a day, 7 days a week