Portfolio builder
On the following pages are tools which are vital whether you have an existing portfolio or wish to invest cash.
The model portfolio tool asks you a few straightforward questions and generates a portfolio tailored to your circumstances and your attitude to risk. The whole process takes just 20 seconds.
The DIY portfolio pages highlight funds that we believe are outstanding for various parts of your portfolio and we give you the opportunity to buy them online. Buying online means you benefit from very low charges, the ability to switch between funds quickly and easily, and consolidated and accurate, on-demand valuations.
This section is an ideal launch pad for creating your own investment portfolio, but if you’re still not sure you can commit the time – or you don’t want to take the risk – contact us for more details about how we can help.