Fully managed portfolios

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

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With investment, your capital is at risk

Sophisticated portfolios managed for you by our experienced team



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Diversified

Intelligent, diversified investment portfolios

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Managed

Built and fully managed by our experienced team

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


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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.

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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.

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How we compare


Typical wealth manager Nutmeg fully managed portfolio
Managed portfolios
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Start from £500 with £100/mo for General and ISA accounts
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Get started in 10 minutes or less
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Check in 24/7 on web and mobile
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No setup or exit fees,or commissions
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Fees Avg. 1.13% for £100k portfolio 0.75% up to £100K0.35% thereafter
Underlying fund cost Avg. 0.66% Avg. 0.19%
Sources:
For fees and minimums, FTMoney Guide Private Client Wealth Management, June 2017.
For underlying fund costs, Nutmeg-commissioned study by Lang Cat, May 2016.

Explore our track record

We're proud to have a full 5 year investment track record. We believe in transparency, through the ups and downs of the market, so you can explore for yourself the returns for each of our 10 risk-based fully managed portfolios below. You can also see how our results 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.

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Portfolio 6
Aims for moderate growth without extreme volatility

Nutmeg Competitor
All time -
5 years

30/9/12–30/9/17

annualised*

annualised*
Show individual years
1 2 3 4 5 6 7 8 9 10

Nutmeg monthly returns shown in green. Nutmeg daily returns, shown in grey, to show the relative volatility of the portfolios. Competitor monthly returns for portfolios 3-10 shown in yellow.

*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.

Common track record questions

When is the data updated?

We update this data shortly after each calendar quarter.

How are Nutmeg's returns calculated?

The returns shown here are simulated as they do not represent a single client account or an average of customer returns. The data is calculated using actual Nutmeg trading data from client accounts, using actual trades carried out at market prices, and is based on an account size of £25,000. The returns are calculated after fees and include dividends. More

What are the competitor returns?

This data is based on monthly results published by Asset Risk Consultants (ARC). ARC compute the average returns from discretionary investment managers based on risk profile, after fees. These include results from firms such as Barclays, Coutts & Co, JP Morgan Private Bank, UBS, Rathbones, Rothschild Wealth Management, and others. More

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With investment, your capital is at risk