Platforms, Wrappers, Funds and Assets – Episode 279 [Video]
In this episode, I'm clearing up some terminology surrounding the building blocks of any financial portfolio. Starting with the smallest unit – an asset, like a share or a gilt. These are wrapped in Funds, which are held in Wrappers, which are themseves held on Platforms. Confused? This video includes a screencast of a diagram which I often use with clients – Enjoy!
Location: Boskenna Cross