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Smart Alpha powered by J.P. Morgan Asset Management

Our highest level of active management, primarily invested in active ETFs designed to outperform the market, known as 'alpha'.

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Capital at risk.

A style exclusively for our clients

This hands-on approach combines our expertise with that of J.P. Morgan Asset Management, who adjust the active exchange-traded funds (ETFs) within each portfolio based on their analysis and research. You can choose Smart Alpha for all of our products.  

Primarily active ETFs

To make the most of market opportunities.

Focused on growth

Could be right if your long-term goal is to build wealth.

Actively managed by us

With insights from J.P. Morgan Asset Management.

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



Take a closer look at Smart Alpha

Find out more about how we build and manage these portfolios, and what's behind our choice of ETFs.

Download the PDF



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 Smart Alpha 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 Smart Alpha 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.

What you'll pay for Smart Alpha

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.