Master Portfolios
Build your own investment Portfolio
What are Master Portfolios?
- Master Portfolios are designed to help you get started with building your own portfolio
- 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
- Once you’ve built your portfolio you’ll need to regularly review it as we don’t, for example, rebalance back to the original fund weightings, or reinvest income for you
How do Master Portfolios work?
The portfolios are designed as a starting point, and whilst 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
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. Please note, this has not been tailored to your individual circumstances.
Portfolio suggestion
The following funds have been selected with a view to provide a ready-made, diversified portfolio with growth potential.
You can invest in the portfolio as it stands, but using the sliders you can tailor it to suit your needs. If you want to add additional funds, you can leave a cash weighting which can then be invested as you wish.
Please note that the minimum investment into each fund is £100 lump sum or £25 per month.
The following funds have been selected with a view to provide a ready-made, diversified portfolio with growth potential.
You can invest in the portfolio as it stands, but using the sliders you can tailor it to suit your needs. If you want to add additional funds, you can leave a cash weighting which can then be invested as you wish.
Please note that the minimum investment into each fund is £100 lump sum or £25 per month.
The following funds have been selected with a view to provide a ready-made, diversified portfolio with growth potential.
You can invest in the portfolio as it stands, but using the sliders you can tailor it to suit your needs. If you want to add additional funds, you can leave a cash weighting which can then be invested as you wish.
Please note that the minimum investment into each fund is £100 lump sum or £25 per month.
The following funds have been selected with a view to provide a balanced, ready-made portfolio with growth potential, but without taking excessive risk.
You can invest in the portfolio as it stands, but using the sliders you can tailor it to suit your needs. If you want to add additional funds, you can leave a cash weighting which can then be invested as you wish.
Please note that the minimum investment into each fund is £100 lump sum or £25 per month.
The following funds have been selected with a view to provide a balanced, ready-made portfolio with growth potential, but without taking excessive risk.
You can invest in the portfolio as it stands, but using the sliders you can tailor it to suit your needs. If you want to add additional funds, you can leave a cash weighting which can then be invested as you wish.
Please note that the minimum investment into each fund is £100 lump sum or £25 per month.
The following funds have been selected with a view to provide a balanced, ready-made portfolio with growth potential, but without taking excessive risk.
You can invest in the portfolio as it stands, but using the sliders you can tailor it to suit your needs. If you want to add additional funds, you can leave a cash weighting which can then be invested as you wish.
Please note that the minimum investment into each fund is £100 lump sum or £25 per month.
The following funds have been selected by our research team to provide a conservatively balanced portfolio by blending exposure to shares and bonds.
You can invest in the portfolio as it stands, but using the sliders you can tailor it to suit your needs. If you want to add additional funds, you can leave a cash weighting which can then be invested as you wish.
Please note that the minimum investment into each fund is £100 lump sum or £25 per month.
The following funds have been selected by our research team to provide a conservatively balanced portfolio by blending exposure to shares and bonds.
You can invest in the portfolio as it stands, but using the sliders you can tailor it to suit your needs. If you want to add additional funds, you can leave a cash weighting which can then be invested as you wish.
Please note that the minimum investment into each fund is £100 lump sum or £25 per month.
The following funds have been selected by our research team to provide a conservatively balanced portfolio by blending exposure to shares and bonds.
You can invest in the portfolio as it stands, but using the sliders you can tailor it to suit your needs. If you want to add additional funds, you can leave a cash weighting which can then be invested as you wish.
Please note that the minimum investment into each fund is £100 lump sum or £25 per month.
The following funds have been selected by our research team to provide a ready-made, diversified portfolio for children.
You can invest in the portfolio as it stands, but using the sliders you can tailor it to suit your needs. If you want to add additional funds, you can leave a cash weighting which can then be invested as you wish.
Please note that the minimum investment into each fund is £100 lump sum or £25 per month.
The following funds have been selected by our research team to provide a ready-made, diversified portfolio for children.
You can invest in the portfolio as it stands, but using the sliders you can tailor it to suit your needs. If you want to add additional funds, you can leave a cash weighting which can then be invested as you wish.
Please note that the minimum investment into each fund is £100 lump sum or £25 per month.
The following funds have been selected by our research team to provide a ready-made, diversified portfolio for children.
You can invest in the portfolio as it stands, but using the sliders you can tailor it to suit your needs. If you want to add additional funds, you can leave a cash weighting which can then be invested as you wish.
Please note that the minimum investment into each fund is £100 lump sum or £25 per month.
The following funds have been selected with a view to provide a ready-made, diversified portfolio designed to deliver a regular income.
You can invest in the portfolio as it stands, but using the sliders you can tailor it to suit your needs. If you want to add additional funds, you can leave a cash weighting which can then be invested as you wish.
Please note that the minimum investment into each fund is £100 lump sum or £25 per month.
The following funds have been selected with a view to provide a ready-made, diversified portfolio designed to deliver a regular income.
You can invest in the portfolio as it stands, but using the sliders you can tailor it to suit your needs. If you want to add additional funds, you can leave a cash weighting which can then be invested as you wish.
Please note that the minimum investment into each fund is £100 lump sum or £25 per month.
The following funds have been selected with a view to provide a ready-made, diversified portfolio designed to deliver a regular income.
You can invest in the portfolio as it stands, but using the sliders you can tailor it to suit your needs. If you want to add additional funds, you can leave a cash weighting which can then be invested as you wish.
Please note that the minimum investment into each fund is £100 lump sum or £25 per month.
Please note there is a tiered annual charge to hold funds in our service with a maximum of 0.45% per annum. More on our charges.
Invest in this portfolio
Print this portfolioChoose an account to invest in:
Stocks & Shares ISA
- Save tax - no capital gains tax and no UK 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.
Invest in an ISASIPP (Self Invested Personal Pension)
- Voted Best SIPP Provider eight years running
- Wide investment choice and free fund dealing
- Free research on popular investments
Junior ISA
- Shelter up to £9,000 this tax year
- Opened by a parent or guardian
- Withdrawals can be made after age 18
- Anyone can contribute to a Junior ISA
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
SIPP (Self Invested Personal Pension)
Award-winning pension with wide investment choice.
Fund & Share Account
Invest outside an ISA or pension with no investment limits.
I can speak to someone on the phone and everything is explained in a very helpful and easy to understand way.MR HARLEY
Awards
BEST BUY PENSION 2021
Boring Money
BEST SIPP PROVIDER
UK Investor Magazine Awards 2021
BEST BUY DIGITAL PENSION 2021
Boring Money
Help and support
If you have any questions about the HL SIPP, you can speak to one of our UK-based client support experts.
Call us on 0117 980 9926