We don’t support this browser anymore.
This means our website may not look and work as you would expect. Read more about browsers and how to update them here.

Skip to main content
  • Register
  • Help
  • Contact us

Master Portfolios

Build your own investment Portfolio

What are Master Portfolios?

  • Master Portfolios are designed to help you get started with investing
  • There are five example portfolios depending on your aims and attitude to risk
  • The underlying funds are selected from our Wealth Shortlist, a list of funds chosen by our analysts for their long term performance potential
  • You can tailor each portfolio by changing the percentage invested in each fund according to your own preferences

How do Master 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 are not personal advice - if you're unsure whether an investment is right for you, contact us for financial 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.

Choose your portfolio style