Master portfolios - Build your own SIPP investment portfolio
Need help choosing your own investments? Our investment research team have chosen four portfolio ideas for long-term SIPP investors to help you get started.
What are Master Portfolios?
- Master Portfolios are designed to help you get started with investing
- There are four example portfolios depending on your aims and attitude to risk
- The underlying funds are selected by our Head of Research, Mark Dampier, and run by who we believe are the best fund managers in their field
- 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 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.
You can take each portfolio as a whole, or add your own preferences. Please look carefully at each fund and read its Key Features or Key Investor Information Document to decide if the portfolio is right for you. Simply select the relevant portfolio style below to get started.
Choose your SIPP 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 four funds have been selected by our award-winning research team. They dovetail well together to provide a ready-made, diversified portfolio with exciting 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 be invested as you wish.
Please note that the minimum investment into each fund is £100 lump sum or £25 per month.
The following five funds have been selected by our award-winning research team. They dovetail well together to provide a ready-made, diversified portfolio with exciting 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 be invested as you wish.
Please note that the minimum investment into each fund is £100 lump sum or £25 per month.
The following seven funds have been selected by our award-winning research team. They dovetail well together to provide a ready-made, diversified portfolio with exciting 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 be invested as you wish.
Please note that the minimum investment into each fund is £100 lump sum or £25 per month.
The following three funds have been selected by our award-winning research team to provide a balanced, ready-made portfolio with good 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 be invested as you wish.
Please note that the minimum investment into each fund is £100 lump sum or £25 per month.
The following five funds have been selected by our award-winning research team to provide a balanced, ready-made portfolio with good 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 be invested as you wish.
Please note that the minimum investment into each fund is £100 lump sum or £25 per month.
The following seven funds have been selected by our award-winning research team to provide a balanced, ready-made portfolio with good 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 be invested as you wish.
Please note that the minimum investment into each fund is £100 lump sum or £25 per month.
The following three funds have been selected by our award-winning 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 be invested as you wish.
Please note that the minimum investment into each fund is £100 lump sum or £25 per month.
The following four funds have been selected by our award-winning 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 be invested as you wish.
Please note that the minimum investment into each fund is £100 lump sum or £25 per month.
The following six funds have been selected by our award-winning 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 be invested as you wish.
Please note that the minimum investment into each fund is £100 lump sum or £25 per month.
The following four funds have been selected by our award-winning 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 be invested as you wish.
Please note that the minimum investment into each fund is £100 lump sum or £25 per month.
The following five funds have been selected by our award-winning 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 be invested as you wish.
Please note that the minimum investment into each fund is £100 lump sum or £25 per month.
The following six funds have been selected by our award-winning 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 be invested as you wish.
Please note that the minimum investment into each fund is £100 lump sum or £25 per month.
The following three funds have been selected by our award-winning research team with a view to provide an attractive income portfolio. The funds dovetail to provide a ready-made, diversified portfolio with an attractive yield.
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 be invested as you wish.
Please note that the minimum investment into each fund is £100 lump sum or £25 per month.
The following three funds have been selected by our award-winning research team with a view to provide an attractive income portfolio. The funds dovetail to provide a ready-made, diversified portfolio with an attractive yield.
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 be invested as you wish.
Please note that the minimum investment into each fund is £100 lump sum or £25 per month.
The following three funds have been selected by our award-winning research team with a view to provide an attractive income portfolio. The funds dovetail to provide a ready-made, diversified portfolio with an attractive yield.
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 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 the Vantage Service with a maximum of 0.45% per annum. More on our charges.
Invest in this portfolio
Print this portfolioSIPP (Self Invested Personal Pension)
- Voted Best SIPP Provider ten years running
- Wide investment choice and free fund dealing
- Free research on popular investments
Junior SIPP
- Money set aside for your child's retirement
- Contribute up to £3,600 this tax year
- Get 20% tax relief, meaning a £3,600 contribution only costs you £2,880