Let's talk about perfromance

View the performance of our managed portfolios.

Our managed portfolios are at the heart of what we offer. Expertly built by our Asset Allocation team, our globally diversified, multi-asset portfolios are tailored to suit most levels of risk. To help you feel confident in your investment choices, we provide detailed information on our past performance and allow you to view simulated expected returns for each portfolio.

At Moneyfarm, we’re focused on helping you achieve long-term financial success. Our investment strategy is carefully designed to deliver competitive returns while prioritising risk management. We firmly believe that taking this approach is the key to achieving your goals.

Let's get started

What we invest in.

Explore the full asset breakdown of our seven portfolios – from lower risk to higher risk – by asset type, sector and geography. Use the toggle to switch between Classic and ESG portfolio types.

With our Thematic Investing option, you can add growth themes to your portfolio to invest in megatrends like technological innovation, sustainability and changes in society.

Discover the perfect way to build your wealth.

Stocks and Shares ISA
Invest up to £20,000 every year with tax-free growth. Choose an expertly managed portfolio or build your own with a Share Investing account.
Discover ISA
General Investment Account
Get more choice and more opportunities with our General Investment Account. Make unlimited contributions, get quick access to your money and even open different portfolios for different goals.
Discover GIA
Junior ISA
The earlier you start investing for your child, the more time you give their wealth to grow. Our JISA has a £9,000 tax free allowance each year and sustainable portfolio options.
Discover JISA
Pension
Retire your way, with an expertly managed pension tailored to your needs and goals. Enjoy up to 45% tax relief, free pension drawdown, and expert guidance when you need it.
Discover Pension

Tax treatment depends on your individual circumstances and may be subject to change in the future.

Investments can go down in value as well as up, and you may get back less than you put in. See our full risk disclosure for details.

By making an investment, your capital is at risk. The value of your Moneyfarm investment depends on market fluctuations outside of our control and you may get back less than you invest. Past performance is no indicator of future performance. The tax treatment of a Moneyfarm Stocks and Shares ISA and a Moneyfarm Pension depends on your individual circumstances and may be subject to change in the future. You should seek financial advice if you are unsure about investing.

Registered office: 90-92 Pentonville Road, London N1 9HS | Registered in England and Wales Company No. 09088155 | Telephone number: +44 (0)20 3745 6991 | VAT No. 467458154

Moneyfarm is a trading name of MFM Investment Ltd, which is authorised and regulated by the Financial Conduct Authority (FCA Firm Reference Number: 629539)

Risk level:

ESG option:

Portfolio 1 composition

Cash & short-term Gov. Bonds
39%
Includes short-term financial instruments. These investments are considered very low risk as they are easily tradable and have short time horizons. E.g. Sterling Cash Products.
Developed Markets Gov. Bonds
14.4%
Includes bonds issued by developed countries such as the UK, US and Europe. These bonds are generally considered lower risk than other bond and equity investments.
Inflation Linked Bonds
5.5%
Developed countries bonds tied to inflation. They offer protection against inflation, their performance is linked to expected inflation rate changes and interest rate changes.
Investment Grade Corporate Bonds
21.6%
These are bonds issued by companies with a strong credit rating. The rating is used to determine the risk profile of the company and Investment Grade bonds are considered the safest within the corporate space.
High-Yield & Emerging Markets Bonds
17.5%
Includes government bonds of developing countries and riskier corporate bonds. These bonds tend to have lower credit ratings than Investment Grade Bonds but can offer higher potential returns.
Cash
2%
Cash is the amount of money that you need to leave in the account to deal with transactions, tax and management fees. Generally, it will be approximately 2-3% of your portfolio.

Risk level:

Lower risk

Higher risk

Portfolio 7 performance

Start date

112016

All time

Annual average

Risk level:

Lower risk

Higher risk

Less likely

More likely

Expected return (£151,462.18)

Total contribution (£75,000.00)

Let’s talk about performance.

View the performance of our managed portfolios.

How do they perform?

What we invest in.

Discover the untapped potential of your wealth when you invest with us.

Discover the perfect way to build your wealth.

Stocks and Shares ISA

General Investment Account

Junior ISA

Pension