Find your investment style
The style you choose directs how we manage your portfolio – the right fit is up to you.
Capital at risk.
Customise your portfolio to your goals
While each style can offer something different, we've built all of them on the same foundation – which we believe gives you the very best chance at achieving your goals.
Globally diversified
We invest in exchange-traded funds (ETFs) that keep your costs lower and aim to deliver long-term returns.
A range of risk levels
You can be confident your portfolio is invested in a way that suits how you want to balance risk with potential reward.
Managed for you
Our in-house investment team manages your portfolio, so you know it's in expert hands.
Fully Managed
This is our original style, designed to give you a portfolio with a diversified asset mix. Our team makes strategic adjustments based on their experience and what's happening in the markets.
Your portfolio will be:
- Focused on long-term growth
- Invested in passive ETFs
- Actively managed and adjusted
Smart Alpha powered by J.P. Morgan Asset Management
Smart Alpha adds an extra layer of active management by drawing on the research and expertise of J.P. Morgan Asset Management. We use their guidance to manage your investments, while they adjust the active ETFs themselves.
Your portfolio will be:
- Focused on long-term growth
- Invested primarily in active ETFs
- Actively managed and adjusted
Income Investing
This style aims to pay you a monthly income from your ISA or General Investment Account, while also growing your wealth. Start with £10,000 or more, and we'll invest it into ETFs likely to pay dividends.
Your portfolio will be:
- Focused on generating income
- Invested in active and passive ETFs
- Actively managed and adjusted
Income isn’t guaranteed and may fluctuate.
Socially Responsible Investing (SRI)
This style helps you to invest in companies that lean towards higher environmental, social, and governance (ESG) standards, while avoiding others that profit from problematic sectors and behaviours.
Your portfolio will be:
- Focused on long-term growth
- Invested in passive ETFs
- Actively managed and adjusted
- Built to incorporate ESG factors
Thematic Investing
By investing in industries you believe will shape the future and see long-term success, you could benefit from their growth – such as AI adoption or evolving healthcare solutions.
Your portfolio will be:
- Focused on long-term growth
- Invested in passive ETFs
- Actively managed and adjusted
- Tilted towards your chosen theme
Thematic Investing carries specific risks and is not for everyone. This is not available for pensions.
Fixed Allocation
With this style, the mix of assets is set by our investment team on a long-term basis, and is designed to need less frequent active management. Instead, our technology automatically rebalances your portfolio if it deviates too far from the allocation, and we do an annual review to help keep everything on track.
Your portfolio will be:
- Focused on long-term growth
- Invested in passive ETFs
- Automatically rebalanced
- Adjusted by experts annually
Speak to us about our investment styles
Our expert team is here to help you understand your options and feel confident about which investment style you choose.
Book a free call
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.