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Tracker Portfolios

What are Tracker Portfolios?

  • Tracker Portfolios are designed to help you get started with investing
  • There are three ready-made portfolios depending on your aims and attitude to risk
  • The underlying funds are our favourite tracker funds, which we feel offer the best combination of quality and low charges
  • You can tailor each portfolio by changing the percentage invested in each fund according to your own preferences

How do Tracker Portfolios work?

The portfolios are designed as a starting point, and while each fund is professionally managed, the overall responsibility for selecting and managing the portfolio rests with you. We will send you updates with our latest views on each of the component funds to help you with this.

The portfolios aren't advice - if you're unsure whether an investment is right for you, contact us for advice. All investments fall as well as rise in value - you could get back less than you invest. For this reason we suggest investing for a minimum of five years.

Simply click on the relevant tab below and select your portfolio style to get started.

Choose your portfolio style

This is an adventurous 100% equity portfolio, aiming for higher long-term growth, although there will be some volatility.
This medium-risk portfolio aims for a reasonable return with less volatility than more aggressive options.
This defensive portfolio aims for modest growth whilst minimising volatility, though it can still fall in value.

How much do you want to invest?

£
£

We amend the number of funds according to the amount you want to invest. This helps to ensure that you have a well-diversified portfolio.

Portfolio suggestion

These two funds give a broad, diversified exposure to UK and international equity with exciting growth potential. They are our favourite tracker funds, which we feel offer the best combination of quality and low charges.

These three funds give a broad, diversified exposure to UK and international equity with exciting growth potential. They are our favourite tracker funds, which we feel offer the best combination of quality and low charges.

These four funds give a broad, diversified exposure to UK and international equity with exciting growth potential. They are our favourite tracker funds, which we feel offer the best combination of quality and low charges.

These three funds are a balanced, ready-made portfolio with good growth potential, but without taking excessive risk. These are our favourite tracker funds, which we feel offer the best combination of quality and low charges.

These four funds are a balanced, ready-made portfolio with good growth potential, but without taking excessive risk. These are our favourite tracker funds, which we feel offer the best combination of quality and low charges.

These five funds are a balanced, ready-made portfolio with good growth potential, but without taking excessive risk. These are our favourite tracker funds, which we feel offer the best combination of quality and low charges.

The following three funds have been selected for this conservative portfolio which blends together shares and bonds. These are our favourite tracker funds, which we feel offer the best combination of quality and low charges.

The following five funds have been selected for this conservative portfolio which blends together shares and bonds. These are our favourite tracker funds, which we feel offer the best combination of quality and low charges.

have been selected for this conservative portfolio which blends together shares and bonds. These are our favourite tracker funds, which we feel offer the best combination of quality and low charges.

Please note there is a tiered annual charge to hold funds in the Vantage Service with a maximum of 0.45% per annum. More on our charges.

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Portfolio overview

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Stocks & Shares ISA

  • Save tax - no capital gains tax and no further tax to pay on income from your investments
  • Access your money at any time
  • Invest with a financially secure, FTSE 100 company

The maximum you can invest into an ISA in this tax year is £20,000.

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SIPP (Self Invested Personal Pension)

  • Voted Best SIPP Provider eight years running
  • Wide investment choice and free fund dealing
  • Free research on popular investments
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Junior ISA

  • Shelter up to £4,128 this tax year
  • Opened by a parent or guardian
  • Withdrawals can be made after age 18
  • Anyone can contribute to a Junior ISA
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Fund & Share Account

  • Free to hold shares and super low fund charges
  • Access your money at any time
  • Start investing from as little as £25 per month into funds, FTSE 350 shares and investment trusts
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Please remember investments can go down in value as well as up, so you might get back less than you invest. The value of tax savings will depend on your circumstances and tax rules can change over time. If you are unsure of the suitability of any investment for your circumstances please contact us for advice.

SIPP (Self Invested Personal Pension)

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Fund & Share Account

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