How it works
Discovery offers a range of flexible investment solutions which can be tailored to your individual needs by using these three simple steps:
Step 1: Choose a product
The first step in constructing your Discovery Invest portfolio is to choose a product that suits your needs, taking into account factors such as:
- The investment objective: why are you investing?
- The investment time horizon: how long do you want to invest for?
- Tax efficiency: how the current tax laws apply to your situation.
Step 2: Choose funds
It is important to choose a selection of funds that matches both your investment strategy and risk profile. Discovery Invest has two major Fund categories:
- Discovery Funds
- External Funds
Step 3: Boost your Discovery investment
Discovery Life and Vitality members can boost their Discovery benefits by taking advantage of benefits from our two Integrators. for example:
- You can significantly lower your fees
- An immediate upfront boost to your investment
- A boost in retirement income should you become ill or are disabled
- You can ensure that your retirement savings last until you die
- Protection against poor performance while in retirement
Financial decisions are among the most important you will ever make that's why we believe these decisions should not be made without expert financial advice. If you have any questions, please contact us on 0860 675 777.
