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Let us select a portfolio for you
It’s easy to start - just sign up. Answer nine quick questions and
we will then select a diversified, low-cost portfolio that will be
personalized for your needs and in line with your risk tolerance.
Choose to invest a lump sum or in small amounts periodically.
Speak with our advisors whenever you like.
Benefits of our approach to Asset Allocation
Diversification
Assets are combined to work better under all economic
conditions.
Better allocation
A wider and more granular range of asset classes for
better diversification
Rebalanced for you
Auto rebalancing every quarter to stay on track
Transparent
Ability to see positions and trades online at any time
Estimate your costs
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Investment
Initial costs
Annual costs
Notes on costs
All costs shown are estimated.
Estimates given are based on an estimated turnover and average share price. Actual turnover and share prices might vary leading to higher or lower initial and annual costs.
Annual costs are the costs to manage the investment plus the estimated trading commission to re-balance the portfolio, estimated on an annual basis.
Initial costs are the estimated trading commissions incurred in establishing the portfolio.
How we select an Asset Allocation portfolio
We create a low-cost, diversified portfolio customized for your
needs and risk tolerance. Our portfolios allocate capital to an
equity component, a bond component and an inflation-hedging
component. Together these deliver good diversification, which in
turn leads to risk reduction and return stability.
Diversified portfolios
Portfolios from leading institutions
Using data from providers like FTSE Russell, WisdomTree, State
Street Global Advisors and our own investment team we have
created a family of diversified portfolios, available at low
cost and managed by us. Our technology is always working for
you, continuously monitoring and rebalancing your portfolio.
Active portfolios
Co-invest with a portfolio manager
We provide low-cost access to a curated selection of talented
investment managers who have a mandate to pursue enhanced
returns. Active management is an approach to investing which
maintains that portfolio managers can produce greater returns
for a given strategy, than can be achieved by passively holding
a given index. You’re always free to switch your portfolios,
whenever you want, without fees or penalties.