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Ready-made portfolios

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?


What is a ready-made portfolio?

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.


Why choose our ready-made portfolios?

  • Easy to get started with our simple online Portfolio Selector tool
  • Variety of ready-made portfolios available that match your attitude to risk and needs for income and growth -whether you are cautious or more adventurous with your money
  • A cost-effective way to have your investments managed, so you don’t have to
  • Benefit from our in-house investment views from our research team
  • Available in our Close ISA, Close SIPP or General Investment Account

More about our Portfolio Selector

Our online Portfolio Selector tool will provide you with a shortlist of ready-made investments based on our Close Discretionary Fund range. We have a number of different ready-made portfolios available - whether you are cautious or more adventurous with your money.

 


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Answer a few quick self-assessment questions on your investment goals and level of risk you are comfortable taking

We will present you with a shortlist of investment options that best match your responses and give you detailed information and documentation to help inform your final decision

Login or register in order to add your chosen investment to your Basket and trade online



More about our ready-made portfolios

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);

Close Discretionary Portfolio Funds

  • Invests directly in stocks and shares, bonds and alternatives
  • Strategic asset allocation
  • Globally diversified approach
  • Active investment management
  • Long term view - invest for 5+ years
  • Medium cost
  • Close Discretionary Portfolio Funds

  • Invests directly in stocks and shares, bonds and alternatives
  • Strategic asset allocation
  • Globally diversified approach
  • Active investment management
  • Long term view - invest for 5+ years
  • Medium cost
  • Close Tactical Select Passive Funds

  • Invests in passives and passive-like investments, including ETF's
  • Strategic asset allocation
  • Globally diversified approach
  • Active investment management
  • Long term view - invest for 5+ years
  • Lower cost


  • The outcomes of the Portfolio Selector tool do not constitute Advice or a recommendation to select any of these funds and we are not recommending ready-made portfolios as being suitable for you based on your personal circumstances. We are presenting these funds to illustrate possible investment options you might be interested in based on your self-assessment responses. All decisions, and the responsibility for them, are your own. Any subsequent purchase will be on an execution only basis; you have not asked for, or received advice. If you're unsure about an investment’s suitability for you, you should seek financial advice.

    The value of investments can fall as well as rise - past performance is not a reliable indicator of future results and you could get back less than invested. 
    Please be aware, the value of investments can fall as well as rise and that past performance is not a reliable indicator of future results and you could get back less than invested. Click here to understand the risks associated with investing. Calls to any number may be recorded for training and monitoring purposes. This site uses Cookies.