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.

22.7%
365 days
Sharpe ratio: 0.70
Minimum investment
$100
Management fee
0.10%
  • Growth and disruption
  • ETFs
IA Smart Beta Profile Picture
Quality
IA Smart Beta
-2.4%
365 days
Sharpe ratio: -0.07
Minimum investment
$100
Management fee
0.08%
  • Large and mid cap quality stocks
1.0%
365 days
Sharpe ratio: 0.05
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
1.1%
365 days
Sharpe ratio: 0.05
Minimum investment
$100
Management fee
0.10%
  • Tactical asset allocation
  • Index ETFs
2.4%
365 days
Sharpe ratio: 0.13
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
96.4%
365 days
Sharpe ratio: 2.34
Minimum investment
$20,000
Management fee
1.50%
  • Fundamental analysis
  • Concentrated exposure
IA Smart Beta Profile Picture
Small Cap Value
IA Smart Beta
-17.5%
365 days
Sharpe ratio: -0.38
Minimum investment
$100
Management fee
0.11%
  • Small cap value stocks
IA Smart Beta Profile Picture
Value
IA Smart Beta
-16.8%
365 days
Sharpe ratio: -0.41
Minimum investment
$100
Management fee
0.08%
  • Large and mid cap value stocks
Lakeland Wealth Management Profile Picture
Long Term Value
Lakeland Wealth Management
8.3%
365 days
Sharpe ratio: 0.23
Minimum investment
$20,000
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
2.3%
365 days
Sharpe ratio: 0.06
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
15.5%
365 days
Sharpe ratio: 0.49
Minimum investment
$60,000
Management fee
1.50%
  • Aggressive
  • Computer algorithms to identify mispriced large cap stocks
Crabtree Asset Mgmt Profile Picture
Small Cap Growth
Crabtree Asset Mgmt
6.5%
365 days
Sharpe ratio: 0.20
Minimum investment
$35,000
Management fee
1.00%
  • Fundamental analysis
  • Small cap stocks and ADRs
IA Smart Beta Profile Picture
Growth
IA Smart Beta
0.3%
365 days
Sharpe ratio: 0.01
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
2.0%
365 days
Sharpe ratio: 0.10
Minimum investment
$20,000
Management fee
0.75%
  • Low volatility
  • Bond ETFs
  • Small and mid cap dividend stocks
-2.5%
365 days
Sharpe ratio: -0.08
Minimum investment
$100
Management fee
0.20%
  • Large and mid cap growth stocks
-5.8%
365 days
Sharpe ratio: -0.17
Minimum investment
$100
Management fee
0.20%
  • All cap growth stocks
IA Smart Beta Profile Picture
Dividend
IA Smart Beta
-13.1%
365 days
Sharpe ratio: -0.35
Minimum investment
$100
Management fee
0.08%
  • Large and mid cap dividend stocks
Sizemore Capital Profile Picture
Dividend Growth
Sizemore Capital
-15.2%
365 days
Sharpe ratio: -0.43
Minimum investment
$20,000
Management fee
1.50%
  • Dividend stocks
  • The next decade and beyond
Stone Fox Capital Profile Picture
Net Payout Yields
Stone Fox Capital
-10.9%
365 days
Sharpe ratio: -0.27
Minimum investment
$20,000
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
14.9%
365 days
Sharpe ratio: 0.81
Minimum investment
$50,000
Management fee
1.00%
  • Diversified
  • Tactical investing
  • Domestic and international
Global X Profile Picture
China Sector
Global X
10.3%
365 days
Sharpe ratio: 0.38
Minimum investment
$100
Management fee
0.10%
  • New consumer led businesses in China
1.0%
365 days
Sharpe ratio: 0.05
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
-0.8%
365 days
Sharpe ratio: -0.07
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
-1.1%
365 days
Sharpe ratio: -0.04
Minimum investment
$100
Management fee
0.10%
  • Tactical asset allocation
  • Index ETFs
WisdomTree Profile Picture
Aggressive
WisdomTree
-0.1%
365 days
Sharpe ratio: -0.01
Minimum investment
$100
Management fee
0.10%
  • Diversified, stocks and bonds, ETFs

...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 Energy
IA Socially Responsible Investing
The Clean Energy Portfolio is designed to invest in US companies that are leading the transition from fossil fuels to clean energy. These companies make use of alternative energy sources, as well as efficient, renewable and clean technologies for power generation and transmission.
Minimum investment
$100
Management fee
0.11%
  • Good environmental score
  • Clean energy
  • Socially responsible investing
IA Socially Responsible Investing Profile Picture
Clean Technology
IA Socially Responsible Investing
The Clean Technology portfolio is designed to invest in US companies that develop products that directly or indirectly reduce harmful environmental impact. These products and technologies help increase energy efficiency, reduce water and energy usage, and improve the quality of air and water.
Minimum investment
$100
Management fee
0.11%
  • Good environmental score
  • Clean technology
  • Socially responsible investing
IA Socially Responsible Investing Profile Picture
Low Greenhouse Emissions
IA Socially Responsible Investing
The Low Greenhouse Emissions Portfolio is designed to invest in US companies that have low direct and indirect greenhouse emissions. These companies are committed to further reducing emissions and aim to have a low carbon footprint.
Minimum investment
$100
Management fee
0.11%
  • Good environmental score
  • Low greenhouse emissions
  • Socially responsible investing

...fair labor and ethical behavior?

Invest in companies that promote safe working conditions, diversity and have strong ethical track record.

IA Socially Responsible Investing Profile Picture
Fair Labor
IA Socially Responsible Investing
The Fair Labor Portfolio is designed to invest in US companies with processes and policies in place against abusive labor practices. These companies have not been involved in any wages and working conditions controversies recently. They also have processes in place to monitor breaches in their su...
Minimum investment
$100
Management fee
0.11%
  • Good social score
  • Fair labor
  • Socially responsible investing
IA Socially Responsible Investing Profile Picture
Good Business Ethics
IA Socially Responsible Investing
The Good Business Ethics Portfolio is designed to invest in US companies with a reputation for honest dealing, ethical behavior and integrity as well as a code of ethics to set standards of behavior across the workforce.
Minimum investment
$100
Management fee
0.11%
  • Good social score
  • Good business ethics
  • Socially responsible investing
IA Socially Responsible Investing Profile Picture
Workforce Diversity
IA Socially Responsible Investing
The Workforce Diversity Portfolio is designed to invest in US companies paving the way for diversity and equality in the workplace.
Minimum investment
$100
Management fee
0.11%
  • Good social score
  • Workforce diversity
  • Socially responsible investing

...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
0.4%
365 days
Sharpe ratio: 0.01
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
The ESG Dividend portfolio is a portfolio designed to systematically invest in companies with positive environmental, social and governance (ESG) factors, while delivering return and risk characteristics of large and mid cap high dividend stocks within the US equity market.
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
The ESG Growth portfolio is a portfolio designed to systematically invest in companies with positive environmental, social and governance (ESG) factors, while delivering return and risk characteristics of large and mid cap growth stocks within the US equity market.
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
The ESG Quality portfolio is a portfolio designed to systematically invest in companies with positive environmental, social and governance (ESG) factors, while delivering return and risk characteristics of large and mid cap quality stocks within the US equity market.
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
The ESG Value portfolio is a portfolio designed to systematically invest in companies with positive environmental, social and governance (ESG) factors, while delivering return and risk characteristics of large and mid cap value stocks within the US equity market.
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.

Capstone Global Investments Profile Picture
High Quality Small Cap
Capstone Global Investments
-14.3%
365 days
Sharpe ratio: -0.35
Minimum investment
$30,000
Management fee
1.00%
  • Small cap
  • Fundamental analysis
Crabtree Asset Mgmt Profile Picture
Small Cap Growth
Crabtree Asset Mgmt
6.5%
365 days
Sharpe ratio: 0.20
Minimum investment
$35,000
Management fee
1.00%
  • Fundamental analysis
  • Small cap stocks and ADRs
IA Smart Beta Profile Picture
Small Cap Broad Market
IA Smart Beta
-8.5%
365 days
Sharpe ratio: -0.21
Minimum investment
$100
Management fee
0.11%
  • Small and mid cap stocks
IA Smart Beta Profile Picture
Small Cap Quality
IA Smart Beta
-13.1%
365 days
Sharpe ratio: -0.32
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
-1.2%
365 days
Sharpe ratio: -0.04
Minimum investment
$30,000
Management fee
1.00%
  • Science and technology
  • Fundamental analysis
  • Stocks and ADRs
FTSE Russell Profile Picture
Technology
FTSE Russell
35.1%
365 days
Sharpe ratio: 0.96
Minimum investment
$100
Management fee
0.20%
  • Technology
  • Large and mid cap stocks
22.7%
365 days
Sharpe ratio: 0.70
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
11.5%
365 days
Sharpe ratio: 0.39
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
13.8%
365 days
Sharpe ratio: 0.41
Minimum investment
$20,000
Management fee
1.00%
  • Healthcare
  • Medical technology
  • Mostly mid cap stocks