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Fixed Allocation

A low intervention style designed to perform on a long-term basis, with a mix of assets set by our investment team once a year.

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Capital at risk. 

Made for a set-and-forget strategy

Set for long-term performance, with a balanced mix of exchange-traded funds (ETFs) chosen by our investment team and technology that rebalances your portfolio to match your risk level. You can choose Fixed Allocation for all of our products.  

Focused on growth

Could be right if you prefer a low intervention approach.

Invested in passive ETFs

We'll select from a range of cost-effective, diversified funds.

Actively managed by us

And monitoring by our in-house investment team

What all our investment styles offer

While each style gives you a different way to invest, we've built them all on the same foundation. No matter which option you choose, you'll get:

  • A globally diversified portfolio invested in ETFs to keep your costs lower
  • A range of risk levels to suit how you want to balance risk with potential reward
  • An expert team helping you to reach your goals



How we invest

Learn about the investing principles that influence our portfolio decisions in our guide.

Download guide

See our industry-beating results

We're proud of everything we do for our clients – especially our results. We show our full track record and asset allocation for our Fixed Allocation portfolios, so you can see how we compare. 

Scroll down the page to see the results. It will update automatically when you change the risk level.Scroll down the page to see the results. It will update automatically when you change the risk level.Scroll down the page to see the results. It will update automatically when you change the risk level.Scroll down the page to see the results. It will update automatically when you change the risk level.
Risk level

Track record

Explore our track record for our Fixed Allocation portfolios, and see how our results compare to competitors. These figures refer to past performance, which is not a reliable indicator of future performance.

*The return since the launch of the portfolios, shown as a compound annual rate. For example, over three years, a portfolio with an annualised return of 6% provides an actual return of 19.1%, rather than 18%, as you might expect, due to the effect of compounding.

Capital at risk.

What you'll pay for Fixed Allocation

It's free to join us. The only fee is for our experts to manage your money, plus the cost and market spread of the funds we buy into for you. We also provide year-round free access to our insights, free financial guidance when you need it, and regular updates to investors straight from our investment desk.

Check our fees

Discover our other investment styles

How we manage your investments is up to you. We have a range of styles, and you choose which one best supports your strategy, personal priorities, and long-term financial goals.

Compare investment styles

As with all investing, your capital is at risk. The value of your portfolio can go down or up and you may get back less than you invest. ISA eligibility and tax rules apply.