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

Portfolio icon

...portfolios from leading institutions?

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

75.9%
365 days
Sharpe ratio: 3.17
Minimum investment
$100
Management fee
0.10%
  • Growth and disruption
  • ETFs
IA Smart Beta Profile Picture
Quality
IA Smart Beta
44.2%
365 days
Sharpe ratio: 2.29
Minimum investment
$100
Management fee
0.08%
  • Large and mid cap quality stocks
24.4%
365 days
Sharpe ratio: 2.15
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
28.0%
365 days
Sharpe ratio: 2.27
Minimum investment
$100
Management fee
0.10%
  • Tactical asset allocation
  • Index ETFs
25.7%
365 days
Sharpe ratio: 2.34
Minimum investment
$100
Management fee
0.10%
  • Alternatives
  • Stocks and bonds
  • ETFs
0.9%
Since inception
Sharpe ratio: -
Minimum investment
$100
Management fee
0.10%
  • Digital innovation
  • ETFs
0.3%
Since inception
Sharpe ratio: -
Minimum investment
$100
Management fee
0.10%
  • Equity themes
  • ETFs
Portfolio icon

...undervalued companies?

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

Clearbrook Capital Advisors Profile Picture
Undervalued Opportunities
Clearbrook Capital Advisors
148.5%
365 days
Sharpe ratio: 4.88
Minimum investment
$20,000
Management fee
1.50%
  • Fundamental analysis
  • Concentrated exposure
IA Smart Beta Profile Picture
Small Cap Value
IA Smart Beta
91.0%
365 days
Sharpe ratio: 2.44
Minimum investment
$100
Management fee
0.11%
  • Small cap value stocks
IA Smart Beta Profile Picture
Value
IA Smart Beta
68.0%
365 days
Sharpe ratio: 2.32
Minimum investment
$100
Management fee
0.08%
  • Large and mid cap value stocks
Lakeland Wealth Management Profile Picture
Long Term Value
Lakeland Wealth Management
84.9%
365 days
Sharpe ratio: 3.83
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
65.7%
365 days
Sharpe ratio: 2.93
Minimum investment
$10,000
Management fee
1.50%
  • Fundamental analysis
  • Strategic competitive advantages
Portfolio icon

...growth?

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

Analytic Investment Profile Picture
Focus Growth
Analytic Investment
65.7%
365 days
Sharpe ratio: 2.01
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
80.4%
365 days
Sharpe ratio: 3.19
Minimum investment
$1,000
Management fee
1.00%
  • Fundamental analysis
  • Small cap stocks and ADRs
IA Smart Beta Profile Picture
Growth
IA Smart Beta
42.9%
365 days
Sharpe ratio: 2.23
Minimum investment
$100
Management fee
0.08%
  • Large and mid cap growth stocks
Portfolio icon

...income generating portfolios?

Invest in companies with high dividend and payouts.

Cratus Capital LLC Profile Picture
High Income
Cratus Capital LLC
24.1%
365 days
Sharpe ratio: 2.52
Minimum investment
$500
Management fee
0.75%
  • Low volatility
  • Bond ETFs
  • Small and mid cap dividend stocks
45.5%
365 days
Sharpe ratio: 2.29
Minimum investment
$100
Management fee
0.20%
  • Large and mid cap growth stocks
44.5%
365 days
Sharpe ratio: 2.03
Minimum investment
$100
Management fee
0.20%
  • All cap growth stocks
IA Smart Beta Profile Picture
Dividend
IA Smart Beta
51.7%
365 days
Sharpe ratio: 2.08
Minimum investment
$100
Management fee
0.08%
  • Large and mid cap dividend stocks
Sizemore Capital Profile Picture
Dividend Growth
Sizemore Capital
31.3%
365 days
Sharpe ratio: 1.42
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
63.5%
365 days
Sharpe ratio: 2.35
Minimum investment
$1,000
Management fee
1.00%
  • Conservative
  • Large cap dividend stocks or stock buybacks
Portfolio icon

...global companies and asset classes?

Invest in companies and asset classes from across the world.

Elite Wealth Management Profile Picture
Global
Elite Wealth Management
12.1%
365 days
Sharpe ratio: 0.53
Minimum investment
$50,000
Management fee
1.00%
  • Diversified
  • Tactical investing
  • Domestic and international
Global X Profile Picture
China Sector
Global X
47.7%
365 days
Sharpe ratio: 2.00
Minimum investment
$100
Management fee
0.10%
  • New consumer led businesses in China
24.4%
365 days
Sharpe ratio: 2.15
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
17.5%
365 days
Sharpe ratio: 1.78
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
42.7%
365 days
Sharpe ratio: 2.50
Minimum investment
$100
Management fee
0.10%
  • Tactical asset allocation
  • Index ETFs
WisdomTree Profile Picture
Aggressive
WisdomTree
35.7%
365 days
Sharpe ratio: 2.46
Minimum investment
$100
Management fee
0.10%
  • Diversified, stocks and bonds, ETFs
Sizemore Capital Profile Picture
Adaptive Asset Allocation
Sizemore Capital
5.6%
Since inception
Sharpe ratio: -
Minimum investment
$5,000
Management fee
1.50%
  • Adaptive asset allocation
Portfolio icon

...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
28.7%
Since inception
Sharpe ratio: -
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
26.4%
Since inception
Sharpe ratio: -
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
29.3%
Since inception
Sharpe ratio: -
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
31.2%
Since inception
Sharpe ratio: -
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
48.8%
Since inception
Sharpe ratio: -
Minimum investment
$100
Management fee
0.11%
  • Design for quality and safety
  • Materials in manufacturing
  • Entire supply chain
Portfolio icon

...social justice?

Invest in companies with social justice goals.

IA Socially Responsible Investing Profile Picture
Fair Labor & Thriving Communities
IA Socially Responsible Investing
35.7%
Since inception
Sharpe ratio: -
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
37.6%
Since inception
Sharpe ratio: -
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
33.2%
Since inception
Sharpe ratio: -
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
31.8%
Since inception
Sharpe ratio: -
Minimum investment
$100
Management fee
0.11%
  • Diverse and equal opportunities
  • Recruiting and promotion of all ethnicities
Portfolio icon

...responsible management?

Invest in companies with ethical leadership and sound governance.

IA Socially Responsible Investing Profile Picture
Company Transparency
IA Socially Responsible Investing
28.8%
Since inception
Sharpe ratio: -
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
36.6%
Since inception
Sharpe ratio: -
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
48.7%
Since inception
Sharpe ratio: -
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
40.9%
Since inception
Sharpe ratio: -
Minimum investment
$100
Management fee
0.11%
  • Proactive ESG
  • Towards low carbon
  • Towards climate friendly
Portfolio icon

...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
50.6%
365 days
Sharpe ratio: 2.51
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
42.2%
365 days
Sharpe ratio: 1.99
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
33.7%
365 days
Sharpe ratio: 1.85
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
40.6%
365 days
Sharpe ratio: 2.09
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
52.5%
365 days
Sharpe ratio: 2.16
Minimum investment
$100
Management fee
0.11%
  • Good ESG scores
  • Large and mid cap value stocks
Portfolio icon

...index based portfolios?

Invest in rules based portfolios targeting certain indices.

FTSE Russell Profile Picture
Industrials
FTSE Russell
59.2%
365 days
Sharpe ratio: 2.48
Minimum investment
$100
Management fee
0.20%
  • Industrials
  • Large and mid cap stocks
FTSE Russell Profile Picture
Technology
FTSE Russell
62.4%
365 days
Sharpe ratio: 2.39
Minimum investment
$100
Management fee
0.20%
  • Technology
  • Large and mid cap stocks
FTSE Russell Profile Picture
Top 200
FTSE Russell
45.0%
365 days
Sharpe ratio: 2.38
Minimum investment
$100
Management fee
0.20%
  • Large cap stocks
FTSE Russell Profile Picture
Utilities
FTSE Russell
7.8%
365 days
Sharpe ratio: 0.42
Minimum investment
$100
Management fee
0.20%
  • Utilities
  • Large and mid cap stocks
IA Smart Beta Profile Picture
Broad Market
IA Smart Beta
55.2%
365 days
Sharpe ratio: 2.76
Minimum investment
$100
Management fee
0.08%
  • Large and mid cap stocks
IA Smart Beta Profile Picture
Small Cap Broad Market
IA Smart Beta
85.5%
365 days
Sharpe ratio: 2.94
Minimum investment
$100
Management fee
0.11%
  • Small and mid cap stocks
FTSE Russell Profile Picture
Telecommunications
FTSE Russell
12.9%
Since inception
Sharpe ratio: -
Minimum investment
$100
Management fee
0.20%
  • Telecommunications
  • Large and mid cap stocks
Portfolio icon

...small cap companies?

Invest in the small market capitalisation companies.

Crabtree Asset Mgmt Profile Picture
Small Cap Growth
Crabtree Asset Mgmt
80.4%
365 days
Sharpe ratio: 3.19
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
85.5%
365 days
Sharpe ratio: 2.94
Minimum investment
$100
Management fee
0.11%
  • Small and mid cap stocks
IA Smart Beta Profile Picture
Small Cap Quality
IA Smart Beta
68.2%
365 days
Sharpe ratio: 2.26
Minimum investment
$100
Management fee
0.11%
  • Small and mid cap quality stocks
Portfolio icon

...technology?

Invest in companies in the technology sector.

Crabtree Asset Mgmt Profile Picture
Technology
Crabtree Asset Mgmt
84.8%
365 days
Sharpe ratio: 2.98
Minimum investment
$30,000
Management fee
1.00%
  • Science and technology
  • Fundamental analysis
  • Stocks and ADRs
FTSE Russell Profile Picture
Technology
FTSE Russell
62.4%
365 days
Sharpe ratio: 2.39
Minimum investment
$100
Management fee
0.20%
  • Technology
  • Large and mid cap stocks
75.9%
365 days
Sharpe ratio: 3.17
Minimum investment
$100
Management fee
0.10%
  • Growth and disruption
  • ETFs
0.9%
Since inception
Sharpe ratio: -
Minimum investment
$100
Management fee
0.10%
  • Digital innovation
  • ETFs
Portfolio icon

...healthcare?

Invest in companies in the healthcare sector.

FTSE Russell Profile Picture
Health Care
FTSE Russell
24.4%
365 days
Sharpe ratio: 1.42
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
54.3%
365 days
Sharpe ratio: 2.14
Minimum investment
$500
Management fee
1.00%
  • Healthcare
  • Medical technology
  • Mostly mid cap stocks