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We provide low-cost access to well-diversified portfolios using data from industry-leading providers and our own investment team as well as a curated selection of talented investment managers who have a mandate to pursue enhanced returns. You’re always free to switch your portfolios, whenever you want, without fees or penalties.

How to read our portfolio cards

The portfolio and manager name.

A brief summary of the portfolio and its costs. The 'Learn more' button at the bottom will take you to a page that provides more information on the portfolio.

Portfolio name

Interactive Advisors

Portfolio chart

Minimum investment

$1,000

Management fee

0.08%

A brief summary of the portfolio

The portfolio risk score helps ensure that you invest only in portfolios that are suitable for your investment objectives, tolerance and financial capacity.

The overall return over the last 365 days and a sparkline of the daily returns.

Header: The portfolio and manager name.
A brief summary of the portfolio and its costs. The 'Learn more' button at the bottom will take you to a page that provides more information on the portfolio.
Risk score: The portfolio risk score helps ensure that you invest only in portfolios that are suitable for your investment objectives, tolerance and financial capacity.
Chart: The overall return over the last 365 days and a sparkline of the daily returns.

Blank portfolio

How can I invest in...

See all our portfolios

...portfolios from leading institutions?

Invest in portfolios created using data from industry-leading providers and our own investment team.

42.2%

365 days

Sharpe ratio: 1.29

Minimum investment

$100

Management fee

0.10%

Growth and disruption
ETFs

-0.3%

365 days

Sharpe ratio: -0.01

Minimum investment

$100

Management fee

0.08%

Large and mid cap quality stocks

1.4%

365 days

Sharpe ratio: 0.07

Minimum investment

$100

Management fee

0.10%

Diversified equity
Balancing growth
Income and risk
ETFs

3.6%

365 days

Sharpe ratio: 0.16

Minimum investment

$100

Management fee

0.10%

Tactical asset allocation
Index ETFs

4.3%

365 days

Sharpe ratio: 0.23

Minimum investment

$100

Management fee

0.10%

Alternatives
Stocks and bonds
ETFs

...undervalued companies?

Invest in companies that are undervalued and have the potential to grow.

169.6%

365 days

Sharpe ratio: 4.07

Minimum investment

$20,000

Management fee

1.50%

Fundamental analysis
Concentrated exposure

-15.3%

365 days

Sharpe ratio: -0.32

Minimum investment

$100

Management fee

0.11%

Small cap value stocks

-13.2%

365 days

Sharpe ratio: -0.32

Minimum investment

$100

Management fee

0.08%

Large and mid cap value stocks

19.3%

365 days

Sharpe ratio: 0.54

Minimum investment

$500

Management fee

0.50%

Business with competitive advantage over the long term

9.3%

365 days

Sharpe ratio: 0.24

Minimum investment

$10,000

Management fee

1.50%

Fundamental analysis
Strategic competitive advantages

...growth?

Invest in growing companies with the potential to appreciate in value.

33.4%

365 days

Sharpe ratio: 0.95

Minimum investment

$20,000

Management fee

1.50%

Aggressive
Computer algorithms to identify mispriced large cap stocks

10.5%

365 days

Sharpe ratio: 0.31

Minimum investment

$1,000

Management fee

1.00%

Fundamental analysis
Small cap stocks and ADRs

6.3%

365 days

Sharpe ratio: 0.18

Minimum investment

$100

Management fee

0.08%

Large and mid cap growth stocks

...income generating portfolios?

Invest in companies with high dividend and payouts.

3.3%

365 days

Sharpe ratio: 0.17

Minimum investment

$500

Management fee

0.75%

Low volatility
Bond ETFs
Small and mid cap dividend stocks

1.7%

365 days

Sharpe ratio: 0.05

Minimum investment

$100

Management fee

0.20%

Large and mid cap growth stocks

-2.7%

365 days

Sharpe ratio: -0.08

Minimum investment

$100

Management fee

0.20%

All cap growth stocks

-9.6%

365 days

Sharpe ratio: -0.25

Minimum investment

$100

Management fee

0.08%

Large and mid cap dividend stocks

-21.5%

365 days

Sharpe ratio: -0.60

Minimum investment

$5,000

Management fee

1.50%

Dividend stocks
The next decade and beyond

-8.6%

365 days

Sharpe ratio: -0.21

Minimum investment

$1,000

Management fee

1.00%

Conservative
Large cap dividend stocks or stock buybacks

...global companies and asset classes?

Invest in companies and asset classes from across the world.

17.2%

365 days

Sharpe ratio: 0.86

Minimum investment

$50,000

Management fee

1.00%

Diversified
Tactical investing
Domestic and international

29.2%

365 days

Sharpe ratio: 1.04

Minimum investment

$100

Management fee

0.10%

New consumer led businesses in China

1.4%

365 days

Sharpe ratio: 0.07

Minimum investment

$100

Management fee

0.10%

Diversified equity
Balancing growth
Income and risk
ETFs

1.5%

365 days

Sharpe ratio: 0.10

Minimum investment

$10,000

Management fee

1.00%

Global tactical strategy
Undervalued asset classes
Risk management focus

2.8%

365 days

Sharpe ratio: 0.09

Minimum investment

$100

Management fee

0.10%

Tactical asset allocation
Index ETFs

2.3%

365 days

Sharpe ratio: 0.09

Minimum investment

$100

Management fee

0.10%

Diversified, stocks and bonds, ETFs

The Adaptive Asset Allocation seeks to profit from a dynamic, rules-based asset allocation that adapts to changing market conditions by investing across minimally-correlated asset classes and adjusting the weightings based on volatility. The objective is to achieve the long-term returns of the re...

Minimum investment

$5,000

Management fee

1.50%

Adaptive asset allocation

...a better planet?

Invest in companies that focus on reducing greenhouse gas emissions, building energy efficient products, reducing energy footprint, using alternative energy sources and conserving water.

The Clean Air Portfolio is designed to invest in environmentally-conscious companies that are committed to reducing emissions, manage the sustainability of their energy consumption, and aim to have a low-carbon footprint.

Minimum investment

$100

Management fee

0.11%

Reduce emissions
Sustainable energy consumption
Low carbon footprint

The Land Health Portfolio is designed to invest in companies that pay attention to harmful land waste as a byproduct of their activities and take into consideration the safe treatment, storage, and disposal of solid waste while observing local and universal regulations. In constructing this portf...

Minimum investment

$100

Management fee

0.11%

Reduce harmful land waste
Safe treatment and disposal

The Ocean Life Portfolio is designed to invest in companies that manage their water use and place value on ocean and marine life. We include in this portfolio companies that have waste management and recycling initiatives and controls and systems in place to avoid significant disasters that can i...

Minimum investment

$100

Management fee

0.11%

Manage water use
Value marine life

The Pure Water Portfolio is designed to invest in companies that manage their water use and avoid contamination and toxic waste. We include in this portfolio companies that care about the management of wastewater treatment and discharge, their impact on ecosystems and the health and safety of the...

Minimum investment

$100

Management fee

0.11%

Manage water use
Avoid contamination

The Sustainable Product Lifecycle Portfolio is designed to invest in companies that consider the design, quality, and safety of products and services, focusing on the entire supply chain and the materials used in manufacturing products. This portfolio also attempts to capture the value companies ...

Minimum investment

$100

Management fee

0.11%

Design for quality and safety
Materials in manufacturing
Entire supply chain

...social justice?

Invest in companies with social justice goals.

The Fair Labor & Thriving Communities Portfolio is designed to invest in companies that care about the societies where they operate as well as maintain diverse and equal opportunities, and development opportunities for their workforce. We include in this portfolio companies that care about uphold...

Minimum investment

$100

Management fee

0.11%

Societal care
Diverse and equal opportunities
Workforce development

The Gender Equality Portfolio is designed to invest in companies that maintain diverse and equal opportunities, and development opportunities for their workforce. We include in this portfolio companies trying to achieve gender parity by encouraging equal pay, active recruiting, promotion of women...

Minimum investment

$100

Management fee

0.11%

Gender parity
Recruiting and promotion of women
Tailored benefits and mentorship

The LGBTQ Portfolio is designed to invest in companies that maintain diverse and equal opportunities, and development opportunities for their LGBTQ workforce. We include in this portfolio companies that focus on culture and hiring and promotion practices that embrace the building of a diverse and...

Minimum investment

$100

Management fee

0.11%

Diverse and equal opportunities
LGBTQ focus

The Racial Equality Portfolio is designed to invest in companies that maintain diverse and equal opportunities, and development opportunities for their workforce. We include in this portfolio companies that practice equal hiring and provide employment opportunities to persons of all races, regard...

Minimum investment

$100

Management fee

0.11%

Diverse and equal opportunities
Recruiting and promotion of all ethnicities

...responsible management?

Invest in companies with ethical leadership and sound governance.

The Company Transparency Portfolio is designed to invest in companies that make an effort to protect their customers. We include in this portfolio companies that care about customer welfare and data security, and follow best practices regarding product safety, quality and product labeling.

Minimum investment

$100

Management fee

0.11%

Protect customers
Product safety and labelling
Customer data security

The Customer Safety Portfolio is designed to invest in companies that care about customer privacy and safety, product access and affordability, product quality and safety, and follow good selling practices. Failure on the part of a company to address these factors may lead to misuse of personal d...

Minimum investment

$100

Management fee

0.11%

Customer privacy and safety
Product access and safety
Good selling practices

The Ethical Leadership Portfolio is designed to invest in companies that follow best-practice corporate governance, competitive behavior, and risk management principles, and provide equal treatment of stakeholders. We include in this portfolio companies that demonstrate management’s ability to in...

Minimum investment

$100

Management fee

0.11%

Good corporate governance
Resolve conflicts well
Avoid collusion and fraud

The Mindful Business Portfolio is designed to invest in companies that display business model resilience and incorporate ESG elements into long-term planning. We include in this portfolio companies that are working towards the transition to low-carbon and climate-friendly economies and where mana...

Minimum investment

$100

Management fee

0.11%

Proactive ESG
Towards low carbon
Towards climate friendly

...Smart Beta portfolios with a social edge?

Invest in companies that are good for the world at large while at the same time good for your own investment portfolio.

4.9%

365 days

Sharpe ratio: 0.14

Minimum investment

$100

Management fee

0.11%

Good ESG scores
Large and mid cap stocks

-6.2%

365 days

Sharpe ratio: -0.17

Minimum investment

$100

Management fee

0.11%

Good ESG scores
Large and mid cap dividend stocks

2.3%

365 days

Sharpe ratio: 0.06

Minimum investment

$100

Management fee

0.11%

Good ESG scores
Large and mid cap growth stocks

-

365 days

Sharpe ratio: 0.00

Minimum investment

$100

Management fee

0.11%

Good ESG scores
Large and mid cap quality stocks

-8.6%

365 days

Sharpe ratio: -0.23

Minimum investment

$100

Management fee

0.11%

Good ESG scores
Large and mid cap value stocks

...small cap companies?

Invest in the small market capitalisation companies.

10.5%

365 days

Sharpe ratio: 0.31

Minimum investment

$1,000

Management fee

1.00%

Fundamental analysis
Small cap stocks and ADRs

-1.4%

365 days

Sharpe ratio: -0.04

Minimum investment

$100

Management fee

0.11%

Small and mid cap stocks

-10.7%

365 days

Sharpe ratio: -0.25

Minimum investment

$100

Management fee

0.11%

Small and mid cap quality stocks

...technology?

Invest in companies in the technology sector.

15.3%

365 days

Sharpe ratio: 0.40

Minimum investment

$30,000

Management fee

1.00%

Science and technology
Fundamental analysis
Stocks and ADRs

42.0%

365 days

Sharpe ratio: 1.09

Minimum investment

$100

Management fee

0.20%

Technology
Large and mid cap stocks

42.2%

365 days

Sharpe ratio: 1.29

Minimum investment

$100

Management fee

0.10%

Growth and disruption
ETFs

...healthcare?

Invest in companies in the healthcare sector.

13.2%

365 days

Sharpe ratio: 0.44

Minimum investment

$100

Management fee

0.20%

Medical and healthcare
Large and mid cap stocks

36.3%

365 days

Sharpe ratio: 1.07

Minimum investment

$500

Management fee

1.00%

Healthcare
Medical technology
Mostly mid cap stocks

See all our portfolios