Every holding is published
Every portfolio lists its holdings and the weight of each one. You can check what you own rather than take a description on trust.
Portfolio management
Managed portfolios. Every holding published.
Each portfolio publishes its holdings and the weight of each one, so you can check what is inside before you invest. Every figure on this site is read from the same prices that value a customer's account.
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- Risk range
- 2–9 / 10
- Lowest minimum
- 1,000.00
- Managing since
- 12 Apr 2012
- Assets under management
- 2B
What we do differently
Values come from recorded prices
Balances come from an append-only ledger and values from stored prices. Where a valuation cannot be worked out, it is withheld rather than estimated.
Statements say whether they reconcile
Each statement states whether the period reconciles to the ledger, including when it does not.
Know what you own. Know how it is allocated.
Investment strategies should be more than a description on a page. Every portfolio is built from defined holdings and allocations, giving you a clear view of where capital is invested and how each position contributes to the portfolio.
- Portfolio weights reflect the actual allocations used to calculate portfolio value.
- Allocations are validated before a portfolio is valued, so incomplete portfolios are never presented as complete.
- Fees are drawn directly from the same configuration used for charging, keeping published rates aligned with the platform.
Four steps to a funded account
The detail-
01
Open the account
Name, address, country of residence and a password. The country decides which rules apply to you.
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02
Verify your identity
A document and an identity number, reviewed by a person. Submitting is not verification, and your account says so.
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03
Fund the account
A bank or crypto transfer into the account. Funding moves cash in; it does not buy anything.
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04
Invest
Choose a portfolio and turn your cash into units at the current price.
How this actually works
Short explanations of how the figures are produced. How a portfolio is valued, when a valuation is withheld, and what a statement checks when it reconciles.
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Understanding portfolio value
What portfolio value means and why it can change over time.
Read it -
Why diversification matters
How spreading exposure can help manage investment risk.
Read it -
Investing through market cycles
Why long-term investors need to look beyond short-term market movements.
Read it -
The role of private markets
What private-market investments can add to a diversified portfolio.
Read it -
Risk and return
Why higher potential returns generally come with greater uncertainty.
Read it -
Building wealth with a long-term perspective
Why consistency and patience matter when investing for the future.
Read it
The range
From capital preservation through to private markets. Each portfolio states what it holds, what it aims for, and what it costs.
Conservative
Risk 2/104.0–6.0%
Target per annum
- Minimum
- 1,000.00
- Liquidity
- monthly
- Holdings
- 7
Income
Risk 3/105.0–7.5%
Target per annum
- Minimum
- 2,500.00
- Liquidity
- monthly
- Holdings
- 7
Balanced
Risk 4/106.0–9.0%
Target per annum
- Minimum
- 1,000.00
- Liquidity
- monthly
- Holdings
- 8
Growth
Risk 6/108.0–12.0%
Target per annum
- Minimum
- 1,000.00
- Liquidity
- monthly
- Holdings
- 8
Equity Select
Risk 7/109.0–14.0%
Target per annum
- Minimum
- 5,000.00
- Liquidity
- quarterly
- Holdings
- 18
Select
Risk 8/1010.0–15.0%
Target per annum
- Minimum
- 25,000.00
- Liquidity
- quarterly
- Holdings
- 9
Target range, illustrative only. Not a guarantee, forecast or projection of future returns.
Open an account
The identity check is the only step that is not immediate. Everything before a position is funded moves no money.