Fully managed portfolios

A team of experts on your side for extra peace of mind

Start here

With investment, your capital is at risk

Sophisticated portfolios managed for you by our experienced team



Portfolio@2x

Diversified

Intelligent, diversified investment portfolios

Team icon@2x

Managed

Built and fully managed by our experienced team

Peace of mind@2x

Peace of mind

All for 0.75% up to £100k and 0.35% thereafter


Try it out

With investment, your capital is at risk

Everyone's personal wealth manager

Nutmeg fully managed portfolios is a high-end investing service delivered online.
Here's what it's like to have a team with decades of experience working hard for you:


Pie@3x

We start by building you a globally-diverse portfolio of exchange-traded funds (ETFs) using proven methodologies

Experts@3x

Then we adapt your portfolio over time to an ever-changing world, keeping you informed along the way. We're always on top of it, so you don't have to be.



Recent examples:


Leading up to the Scottish Referendum vote, our team reduced exposure to UK markets in order to protect portfolios from possible market turbulence.

Learn more

Leading up to the Brexit vote, our team removed all holdings in UK small companies and increased holdings of long-term government bonds and gold, protecting portfolios from the consequences of a 'Leave' vote without damaging future return prospects. The move was widely appreciated by our customers.

Learn more

How we compare


 
Logo green
Fully-managed portfolios
Typical wealth manager
Managed portfolios
Start from £500
Get started in 10 minutes or less
Check in 24/7 on web and mobile
No setup fee, exit fee, or commissions
Fees 0.75% up to £100K
0.35% thereafter
Typically 1% or more on £500k+ portfolios
Underlying fund costs Avg. 0.19% Avg. 1.43%

Sources: hl.co.uk, pamonline.com, moneysavingexpert.com, Morningstar, The Guidance Gap Report, The Money Advice Service.

Performance


This chart shows the percentage returns for each of our 10 risk-based fully managed portfolios. It also shows how we compare against an index of our competitors for each of those risk levels.

This past performance is simulated, based on real market transactions implemented across all individual customer portfolios to a single portfolio for each risk level.

Past performance is not a reliable indicator of future performance.

Learn more about performance and how it's calculated


1 2 3 4 5 6 7 8 9 10
Portfolio 6 Aims for moderate growth without extreme volatility
Nutmeg
Competitor
All time
30 Sep 12 – 31 Dec 16
annualised* annualised*
3 years
31 Dec 13 – 31 Dec 16
annualised* +9.0% annualised*
Show individual years

Daily returns (in grey) to show the relative volatility of the portfolios.

*The annualised figure is the return since inception expressed as a compound annual rate. For example, a portfolio with an annualised return of 6% corresponds to an actual return of 19.1% over three years (rather than 18% as you might expect) due to the effect of compounding.

Try it out

With investment, your capital is at risk