It starts with you

Your goals, financial knowledge and attitude to risk. Then together with the right mix of assets, human expertise and technology, we get you there, faster.

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With investing, your capital is at risk.

Guiding your investment journey since 2011

Finding the right path for your investment journey has been at the core of our strategy since we began a decade ago. And while the markets are constantly changing, there’s a constant – our expert team, equipped with quantitative and qualitative techniques (and some tools) remain committed to helping you make better investment decisions.

The portfolio process

Building and managing your portfolio is at the heart of our strategy. Your portfolio is a broad universe of liquid investments – global equities, corporate bonds and commodities. In short, it’s globally diversified, designed around you, and the main vehicle to help you get where you need to be.

You’re diversified – the safest you can be

Maximise returns in line with your attitude to risk

To target the highest possible returns consistent with your risk level, we use optimisation algorithms to help us choose the best combinations of different asset types, regions and currencies – all stress tested for your reassurance.

Get the right balance

Typically, the higher the risk level, the more your portfolio will be invested in stocks and shares, while further down the risk scale, the balance will shift more towards bonds.

Protect your portfolio from ups and downs

For an additional level of diversification, we carefully select high-quality Exchange Traded Funds (ETFs) – to help protect your portfolio from the ups and downs that individual stocks go through.

View our portfolio performance

Why you should invest in a Moneyfarm ISA

Evidence-based decisions

Every decision we make is based on data and research, driven by quantitative techniques and qualitative judgment overseen by our investment committee.

Anticipating the future

Our strategic asset allocation team look 10 years ahead at the expected returns and volatility of every asset type and how they might react to economic and political developments.

Long term meets short term

The investment committee’s tactical asset allocation strategy focuses on balancing our long-term view with a shorter, one-year perspective. Proprietary quantitative models make the most of short-term market opportunities as they arise.

A selection of management options

Choose between our fixed allocation and actively managed portfolios. With fixed allocation, your investments follow the markets, whilst our actively managed portfolios benefit from constant monitoring to make sure your investments are working hard, dividends are being reinvested, and are performing their best every day.

Want to learn more about our investment strategy?

Investment process

In this pdf guide you will find our investment process illustrated in detail, with the beliefs, limits and objectives behind it.

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Strategic asset allocation 2022

In this guide we lay out our expectations for the coming 10 years, looking at different geographies and asset classes to build a complete picture.