Pick a portfolio

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 icon
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.

47.4%
365 days
Sharpe ratio: 1.42
Minimum investment
$100
Management fee
0.10%
  • Growth and disruption
  • ETFs
IA Smart Beta Profile Picture
Quality
IA Smart Beta
8.8%
365 days
Sharpe ratio: 0.25
Minimum investment
$100
Management fee
0.08%
  • Large and mid cap quality stocks
8.0%
365 days
Sharpe ratio: 0.40
Minimum investment
$100
Management fee
0.10%
  • Diversified equity
  • Balancing growth
  • Income and risk
  • ETFs
State Street Global Advisors Profile Picture
Moderate
State Street Global Advisors
10.0%
365 days
Sharpe ratio: 0.45
Minimum investment
$100
Management fee
0.10%
  • Tactical asset allocation
  • Index ETFs
9.7%
365 days
Sharpe ratio: 0.52
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.

Clearbrook Capital Advisors Profile Picture
Undervalued Opportunities
Clearbrook Capital Advisors
209.4%
365 days
Sharpe ratio: 4.95
Minimum investment
$20,000
Management fee
1.50%
  • Fundamental analysis
  • Concentrated exposure
IA Smart Beta Profile Picture
Small Cap Value
IA Smart Beta
1.5%
365 days
Sharpe ratio: 0.03
Minimum investment
$100
Management fee
0.11%
  • Small cap value stocks
IA Smart Beta Profile Picture
Value
IA Smart Beta
0.3%
365 days
Sharpe ratio: 0.01
Minimum investment
$100
Management fee
0.08%
  • Large and mid cap value stocks
Lakeland Wealth Management Profile Picture
Long Term Value
Lakeland Wealth Management
28.6%
365 days
Sharpe ratio: 0.79
Minimum investment
$500
Management fee
0.50%
  • Business with competitive advantage over the long term
Y H & C Investments Profile Picture
Long Term GARP
Y H & C Investments
20.4%
365 days
Sharpe ratio: 0.52
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.

Analytic Investment Profile Picture
Focus Growth
Analytic Investment
32.2%
365 days
Sharpe ratio: 0.87
Minimum investment
$20,000
Management fee
1.50%
  • Aggressive
  • Computer algorithms to identify mispriced large cap stocks
Crabtree Asset Mgmt Profile Picture
Small Cap Growth
Crabtree Asset Mgmt
22.7%
365 days
Sharpe ratio: 0.67
Minimum investment
$1,000
Management fee
1.00%
  • Fundamental analysis
  • Small cap stocks and ADRs
IA Smart Beta Profile Picture
Growth
IA Smart Beta
11.2%
365 days
Sharpe ratio: 0.32
Minimum investment
$100
Management fee
0.08%
  • Large and mid cap growth stocks

...income generating portfolios?

Invest in companies with high dividend and payouts.

Cratus Capital LLC Profile Picture
High Income
Cratus Capital LLC
7.6%
365 days
Sharpe ratio: 0.40
Minimum investment
$500
Management fee
0.75%
  • Low volatility
  • Bond ETFs
  • Small and mid cap dividend stocks
11.9%
365 days
Sharpe ratio: 0.34
Minimum investment
$100
Management fee
0.20%
  • Large and mid cap growth stocks
8.8%
365 days
Sharpe ratio: 0.24
Minimum investment
$100
Management fee
0.20%
  • All cap growth stocks
IA Smart Beta Profile Picture
Dividend
IA Smart Beta
2.1%
365 days
Sharpe ratio: 0.05
Minimum investment
$100
Management fee
0.08%
  • Large and mid cap dividend stocks
Sizemore Capital Profile Picture
Dividend Growth
Sizemore Capital
-11.7%
365 days
Sharpe ratio: -0.32
Minimum investment
$5,000
Management fee
1.50%
  • Dividend stocks
  • The next decade and beyond
Stone Fox Capital Profile Picture
Net Payout Yields
Stone Fox Capital
4.0%
365 days
Sharpe ratio: 0.09
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.

Elite Wealth Management Profile Picture
Global
Elite Wealth Management
17.0%
365 days
Sharpe ratio: 0.82
Minimum investment
$50,000
Management fee
1.00%
  • Diversified
  • Tactical investing
  • Domestic and international
Global X Profile Picture
China Sector
Global X
38.5%
365 days
Sharpe ratio: 1.35
Minimum investment
$100
Management fee
0.10%
  • New consumer led businesses in China
8.0%
365 days
Sharpe ratio: 0.40
Minimum investment
$100
Management fee
0.10%
  • Diversified equity
  • Balancing growth
  • Income and risk
  • ETFs
Sera Capital Management Profile Picture
Financial Tales
Sera Capital Management
6.2%
365 days
Sharpe ratio: 0.42
Minimum investment
$10,000
Management fee
1.00%
  • Global tactical strategy
  • Undervalued asset classes
  • Risk management focus
State Street Global Advisors Profile Picture
Growth
State Street Global Advisors
11.8%
365 days
Sharpe ratio: 0.38
Minimum investment
$100
Management fee
0.10%
  • Tactical asset allocation
  • Index ETFs
WisdomTree Profile Picture
Aggressive
WisdomTree
9.5%
365 days
Sharpe ratio: 0.37
Minimum investment
$100
Management fee
0.10%
  • Diversified, stocks and bonds, ETFs
Sizemore Capital Profile Picture
Adaptive Asset Allocation
Sizemore Capital
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.

IA Socially Responsible Investing Profile Picture
Clean Air
IA Socially Responsible Investing
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
IA Socially Responsible Investing Profile Picture
Land Health
IA Socially Responsible Investing
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
IA Socially Responsible Investing Profile Picture
Ocean Life
IA Socially Responsible Investing
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
IA Socially Responsible Investing Profile Picture
Pure Water
IA Socially Responsible Investing
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
IA Socially Responsible Investing Profile Picture
Sustainable Product Lifecycle
IA Socially Responsible Investing
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.

IA Socially Responsible Investing Profile Picture
Fair Labor & Thriving Communities
IA Socially Responsible Investing
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
IA Socially Responsible Investing Profile Picture
Gender Equality
IA Socially Responsible Investing
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
IA Socially Responsible Investing Profile Picture
LGBTQ Inclusion
IA Socially Responsible Investing
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
IA Socially Responsible Investing Profile Picture
Racial Equality
IA Socially Responsible Investing
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.

IA Socially Responsible Investing Profile Picture
Company Transparency
IA Socially Responsible Investing
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
IA Socially Responsible Investing Profile Picture
Customer Safety
IA Socially Responsible Investing
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
IA Socially Responsible Investing Profile Picture
Ethical Leadership
IA Socially Responsible Investing
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
IA Socially Responsible Investing Profile Picture
Mindful Business Models
IA Socially Responsible Investing
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.

IA Socially Responsible Investing Profile Picture
ESG Broad Market
IA Socially Responsible Investing
14.3%
365 days
Sharpe ratio: 0.40
Minimum investment
$100
Management fee
0.11%
  • Good ESG scores
  • Large and mid cap stocks
IA Socially Responsible Investing Profile Picture
ESG Dividend
IA Socially Responsible Investing
2.5%
365 days
Sharpe ratio: 0.06
Minimum investment
$100
Management fee
0.11%
  • Good ESG scores
  • Large and mid cap dividend stocks
IA Socially Responsible Investing Profile Picture
ESG Growth
IA Socially Responsible Investing
7.4%
365 days
Sharpe ratio: 0.21
Minimum investment
$100
Management fee
0.11%
  • Good ESG scores
  • Large and mid cap growth stocks
IA Socially Responsible Investing Profile Picture
ESG Quality
IA Socially Responsible Investing
9.8%
365 days
Sharpe ratio: 0.28
Minimum investment
$100
Management fee
0.11%
  • Good ESG scores
  • Large and mid cap quality stocks
IA Socially Responsible Investing Profile Picture
ESG Value
IA Socially Responsible Investing
2.2%
365 days
Sharpe ratio: 0.05
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.

Crabtree Asset Mgmt Profile Picture
Small Cap Growth
Crabtree Asset Mgmt
22.7%
365 days
Sharpe ratio: 0.67
Minimum investment
$1,000
Management fee
1.00%
  • Fundamental analysis
  • Small cap stocks and ADRs
IA Smart Beta Profile Picture
Small Cap Broad Market
IA Smart Beta
14.5%
365 days
Sharpe ratio: 0.34
Minimum investment
$100
Management fee
0.11%
  • Small and mid cap stocks
IA Smart Beta Profile Picture
Small Cap Quality
IA Smart Beta
2.1%
365 days
Sharpe ratio: 0.05
Minimum investment
$100
Management fee
0.11%
  • Small and mid cap quality stocks

...technology?

Invest in companies in the technology sector.

Crabtree Asset Mgmt Profile Picture
Technology
Crabtree Asset Mgmt
22.7%
365 days
Sharpe ratio: 0.59
Minimum investment
$30,000
Management fee
1.00%
  • Science and technology
  • Fundamental analysis
  • Stocks and ADRs
FTSE Russell Profile Picture
Technology
FTSE Russell
43.1%
365 days
Sharpe ratio: 1.10
Minimum investment
$100
Management fee
0.20%
  • Technology
  • Large and mid cap stocks
47.4%
365 days
Sharpe ratio: 1.42
Minimum investment
$100
Management fee
0.10%
  • Growth and disruption
  • ETFs

...healthcare?

Invest in companies in the healthcare sector.

FTSE Russell Profile Picture
Health Care
FTSE Russell
13.8%
365 days
Sharpe ratio: 0.45
Minimum investment
$100
Management fee
0.20%
  • Medical and healthcare
  • Large and mid cap stocks
Sparrow Capital Management Profile Picture
Freedland Healthcare
Sparrow Capital Management
37.8%
365 days
Sharpe ratio: 1.10
Minimum investment
$500
Management fee
1.00%
  • Healthcare
  • Medical technology
  • Mostly mid cap stocks