Portfolios built and managed for you

We take pride in the portfolios our asset allocation team have built and in the performance they’ve achieved.

Investment portfolios for every profile

Different people have different attitudes to risk, different levels of financial understanding, and different goals. That’s something we put at the heart of our investment strategy at Moneyfarm.

We have 12 investment portfolios at Moneyfarm. These are split 1-6 in terms of approach to risk, and then by investment amount. If you have a portfolio smaller than £50,000 your Moneyfarm portfolio will be made up of seven exchange traded funds (ETFs), and if your portfolio is over £50,000 it will contain 14 ETFs.

Our investment portfolios’ range

Select a portfolio to see how the model has performed since inception and its latest asset allocation.

How you’re matched with a portfolio

When you sign up with Moneyfarm you’ll answer a series of questions. These range from your wealth, to your financial understanding, to your attitude to risk. Based on this you’ll receive an investor profile.

Each of our portfolios is risk-adjusted for a certain Investor Profile, or risk attitude. The portfolio you receive is based on your investor profile, and also on the time horizon of your investment. If you tell us you only want to invest for a year we’ll ensure you have a portfolio that prioritises capital protection over growth. Whilst if your time horizon is longer you’ll have a portfolio more closely correlated to your Investor Profile.

How we drive performance

At Moneyfarm we use an asset allocation strategy to drive performance. That means your portfolio will always contain a mix of investments to help smooth out investment returns. This is based on Nobel prize winning economic theory known as model portfolio theory.

The asset allocation of your portfolio will always attempt to balance risk and reward by adjusting the proportion for each asset in a portfolio. On top of the strategic asset allocation, we proactively manage our portfolios, making regular strategic adjustments and rebalancing them whenever necessary.

Our wealth management services

Pension

Investment advice to rely on. Fully-managed portfolios, simple transfers and more. Supplement a workplace scheme or bring old pensions together. Planning for your future is simple with the Moneyfarm Pension.

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Stocks & Shares ISA

A tax-efficient way to invest in a fully-managed portfolio, Moneyfarm can take you closer to your goals. The Moneyfarm ISA is flexible, transparent and low-cost. Transferring old ISAs to Moneyfarm is easy and free.

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General Investment

Let Moneyfarm’s investment advice match you with a fully-managed portfolio to help your money grow. The General Investment Account takes you closer to your goals. You’ll love our low fees and customer service.

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Start investing with Moneyfarm

Cost-efficient investment advice at the touch of a button, full visibility of your investments, and an investment consultant at the end of the phone.

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