What is a ready-made portfolio?

With so much choice available, it can be difficult to select the right investments. Picking investments, monitoring them, and then deciding when to make changes can also be time-consuming and complicated. If you are looking to invest, but would prefer someone else do the hard work for you, why not let us take the hassle out of investing with one of our ready-made portfolios?

A ready-made portfolio is a combination of different investments, which are grouped together in one fund. Each ready-made portfolio is created by us and invests in a diverse mix of assets across a range of countries and sectors – helping to balance risk with the opportunity to invest in the right places. This approach offers a cost-effective way to have your investments managed as it has the benefits of a professionally monitored portfolio and provides diversification, whilst also reflecting our best ideas and in-house investment views.

The ready-made solutions that we provide are our Close Discretionary Funds. Our Close Discretionary Funds offer a wide choice of investment opportunities. You can choose from a fund that holds directly invested assets, a multi manager fund of funds or a passively managed fund (tracker).

These are capital at risk products. You should still understand the risks of investing, that they will go up and down in value and you may get back less than you invest.

Why choose our ready-made portfolios?

Value for money

We offer clear and competitive pricing with no hidden costs or charges.

  • A competitive platform fee that starts at 0.25% and reduces in tiers to 0% depending on the amount you and your family invest
  • A cost-effective way to have your investments managed, so you don’t have to

Convenience

Our online portal is easy to use and accessible at any time.