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 name
Interactive Advisors
Minimum investment
$1,000
Management fee
0.08%
A brief summary of the portfolio
Learn more
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.
How can I invest in...
...portfolios from leading institutions?
Invest in portfolios created using data from industry-leading providers and our own investment team.
Thematic Disruptors
Global X
22.7%
365 days
Sharpe ratio: 0.70
Minimum investment
$100
Management fee
0.10%
- Growth and disruption
- ETFs
Learn more
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
Learn more
Global Growth and Income
Legg Mason
1.0%
365 days
Sharpe ratio: 0.05
Minimum investment
$100
Management fee
0.10%
- Diversified equity
- Balancing growth
- Income and risk
- ETFs
Learn more
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
Learn more
Moderately Aggressive
WisdomTree
2.4%
365 days
Sharpe ratio: 0.13
Minimum investment
$100
Management fee
0.10%
- Alternatives
- Stocks and bonds
- ETFs
Learn more
...undervalued companies?
Invest in companies that are undervalued and have the potential to grow.
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
Learn more
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
Learn more
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
Learn more
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
Learn more
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
Learn more
...growth?
Invest in growing companies with the potential to appreciate in value.
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
Learn more
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
Learn more
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
Learn more
...income generating portfolios?
Invest in companies with high dividend and payouts.
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
Learn more
Russell 1000 Dividend Growth
FTSE Russell
-2.5%
365 days
Sharpe ratio: -0.08
Minimum investment
$100
Management fee
0.20%
- Large and mid cap growth stocks
Learn more
Russell 3000 Dividend Growth
FTSE Russell
-5.8%
365 days
Sharpe ratio: -0.17
Minimum investment
$100
Management fee
0.20%
- All cap growth stocks
Learn more
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
Learn more
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
Learn more
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
Learn more
...global companies and asset classes?
Invest in companies and asset classes from across the world.
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
Learn more
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
Learn more
Global Growth and Income
Legg Mason
1.0%
365 days
Sharpe ratio: 0.05
Minimum investment
$100
Management fee
0.10%
- Diversified equity
- Balancing growth
- Income and risk
- ETFs
Learn more
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
Learn more
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
Learn more
Aggressive
WisdomTree
-0.1%
365 days
Sharpe ratio: -0.01
Minimum investment
$100
Management fee
0.10%
- Diversified, stocks and bonds, ETFs
Learn more
...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.
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
Learn more
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
Learn more
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
Learn more
...fair labor and ethical behavior?
Invest in companies that promote safe working conditions, diversity and have strong ethical track record.
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
Learn more
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
Learn more
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
Learn more
...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.
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
Learn more
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
Learn more
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
Learn more
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
Learn more
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
Learn more
...small cap companies?
Invest in the small market capitalisation companies.
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
Learn more
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
Learn more
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
Learn more
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
Learn more
...technology?
Invest in companies in the technology sector.
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
Learn more
Technology
FTSE Russell
35.1%
365 days
Sharpe ratio: 0.96
Minimum investment
$100
Management fee
0.20%
- Technology
- Large and mid cap stocks
Learn more
Thematic Disruptors
Global X
22.7%
365 days
Sharpe ratio: 0.70
Minimum investment
$100
Management fee
0.10%
- Growth and disruption
- ETFs
Learn more
...healthcare?
Invest in companies in the healthcare sector.
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
Learn more
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
Learn more