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Invest as a lump-sum or in stages? What the numbers say

Ed Monk

Ed Monk - Fidelity International

Today on the show - does it make sense to invest a whole lump sum into investments, or to phase your money over time? The method you choose can make a big difference to your returns overall - we’re breaking down the numbers.

Important information: The value of investments and the income from them, can go down as well as up, so you may get back less than you invest. Investors should note that the views expressed may no longer be current and may have already been acted upon. Overseas investments will be affected by movements in currency exchange rates. Reference to specific securities should not be construed as a recommendation to buy or sell these securities and is included for the purposes of illustration only. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser.

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