Fixed allocation portfolios
Designed to perform without intervention. We’ll keep you invested in assets matching your risk level, only reviewing these assets once a year to make sure they’re still right for you. Beyond that, we keep our hands off.
With investment, your capital is at risk.
Global, multi-asset portfolios crafted by our experienced team.
Fully-automated rebalancing and dividend reinvestment.
Nutmeg management fee of 0.45% up to £100k and 0.25% thereafter
Remember, with investment your capital is at risk. The value of your portfolio could go down as well as up and you may get back less than you invest.
When is the data updated?
We update this data shortly after each calendar month.
How are Nutmeg's returns calculated?
The past performance is an average of customer returns based on real Nutmeg customer data. The returns are after Nutmeg management fees – see our fee page for more information. Returns also account for investment fund costs and the effect of market spread, after tax. Dividends have been included on an accrual basis.