2 distinct portfolio ranges. 10 risk levels. With this choice, you’ll find a perfect fit.
Explore our 2 investment portfolio ranges.
We really do have something for everyone. A Core portfolio range to suit most investors, and a Good Practice portfolio range with a responsible investment approach.
CORE
A classic investment portfolio with low costs that tracks global investment markets.
GOOD PRACTICE
The same principles as our core portfolio, with a filter applied to tilt towards companies with good practice.
On each page you are invited to explore the investment performance of each portfolio, the diversification within each portfolio, and the level of investment volatility. All essential information when it comes to investing.
Strong fundamental investment principles.
Each portfolio has the same strong principles at its foundation, rooted in our investment philosophy. Our top 5 principles are:
Use low-cost funds that track investment markets where possible.
Take a strategic approach, staying invested consistently across different investment types and sectors.
Only invest in assets where academic study and long-term evidence supports doing so.
Take appropriate account of Environmental, Social and Governance factors according to the portfolio range.
Manage your money with respect, grow it carefully and protect it from loss where possible.
Investment platform
Our portfolios are made available to you through an investment platform which provides several valuable and specialist services:
It provides the technology to enable investments to be bought and sold when needed.
It provides access to a range of investment accounts with different tax treatment, such as an Investment ISA, Junior ISA, Personal Pension, General Investment Account, Offshore Bond and more. This allows your money to be invested tax-effectively.
It gives you access to current investment values at any time, reports about performance and investment movements, and tax reporting packs to help complete your self assessment return.
It provides a valuable custodian service, where a tightly-controlled and FCA regulated separate custodian company holds all the investments on your behalf. This keeps your investments separated from the trading company operating the platform and Balance: Wealth Planning, so in the event that either failed, your investments would remain secure.
Charges
There are 3 potential charges to be aware of with most investment portfolios, and ours are no different.
Read more about our portfolio investment charges.
As with all investing, your capital is at risk. The value of your investment portfolio can go down as well as up. You may get back less than you originally invested.