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An individual negative result won’t necessarily be a deal-breaker but would require exceptional positive elements in other areas

7 Guiding Principles for Selecting Healthy Investments


Here at Avantis Wealth, we have come to believe there are ‘red lines’ that shouldn’t be crossed.

These can be critical in determining whether an investment option raises signs of concern or shining beacons that indicate great potential for investors.

It’s important to note that an individual negative result won’t necessarily be a deal-breaker but would require exceptional positive elements in other areas to pass our selection process.

Investment Time

The longer money is invested in one project, the greater the risk of market forces or the economic situation changing. Too much can change in this fast-moving world we live in and as such, we don’t generally favour projects of 5 years or longer.

Emerging Markets

As we’ve seen in the past, emerging markets offer a risk level that is rarely balanced by the reward. We therefore typically avoid these.

Political Risk

Some countries have a history of instability which could lead to changes in government, taxes, import and export tariffs, economic growth or decline. And in extreme cases, terrorism or civil war. These we avoid at all cost!

Weather and bio-risks

Investments that can be impacted by the elements - fire, water, insects, wind, bacteria - carry a high risk. This puts investments like ‘green oil’ on the backburner.

Environmental Risk

Chemicals, oil, nuclear power, major dams and the like can be a major concern for environmental problems. These are aspects we tend to avoid.

Track Record

Companies with a successful track record have a large part to play in ensuring the success of an investment. Those that have ‘done it before’ - borrowing money from investors for similar projects and paid it back.

Business Model

Business models that show highly profitable returns are high on the list of appeal. Put simply, if the investment provider is making good money, investors rarely have to worry about their returns. We also favour business models that have nothing new - it’s all been done before, preferably many times. Which means no surprises!

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TALK TO OUR INVESTMENT TEAM

Investment decisions can be complicated. At Avantis, we are here to help you understand the investments that are presented to you. By understanding more about your investment goals, we can give access to opportunities that can achieve these goals.
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Your capital is at risk. The value of your investment may go up as well as down. Past performance does not indicate future performance. There is no right for compensation in respect of poor investment performance and your investment is not covered by the UK FSCS. Avantis Wealth Ltd does not provide any advice in relation to the investment opportunities promoted via its Website. Please click here to read the full text of Risk Warning.
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Disclaimer

Avantis Wealth Ltd is not licensed or regulated by the Financial Conduct Authority and does not provide financial advice. We strongly recommend that you seek appropriate professional advice before entering into any contract. Personal information in any pension review is a matter of record and is provided by our preferred financial advisor who is regulated by the Financial Conduct Authority. Any requirement for pension advice will be passed to them. Any review is only for the person named and their professional advisors. Values detailed in any report are not guaranteed and are subject to change. Projections in any presentation are approximate and based on the criteria specified which may or may not turn out to be accurate. The value of any investments can go down as well as up and you might not get back what you put in. You may have difficulty selling any investment at a reasonable price and in some circumstances if might be difficult to sell at any price. Do not invest unless you have carefully thought about whether you can afford it and whether it is right for you and if necessary consult with a professional adviser in accordance with the Financial Services and Markets Act 2000. These products are not regulated by the Financial Conduct Authority or covered by the Financial Services Compensation Scheme, you will not have access to the Financial Ombudsman Service. The content of this website is offered as information only and not to be construed as advice. Avantis Wealth Ltd does not provide pension, investment or financial advice, which can only be provided by a regulated financial advisor. Some of the investments outlined on this website are restricted to certain categories of investor. For these investments it will be necessary for the investor to be categorised prior to the release of any further information.