Do you know where you’re invested? Dig deeper with our app feature

Tom Barcys


read 3 min

At Nutmeg, we put transparency at the heart of what we do. That’s why we’re pleased to be able to bring you our most detailed breakdown of where your money is invested, right there in your pocket.

You can now zip through the different continents and countries you’re invested in, learn about each industry sector, and even see each individual ETF (exchange-traded fund) with commentary from our expert investment team.

Read on to see how all this works, and if you haven’t already, download or update the Nutmeg mobile app via the App Store for iOS or Google Play for Android to see for yourself.

The diversification is in the detail

We’re proud to offer a service that makes low-cost, diversified investing more accessible. And now we’ve taken another step toward opening up the traditional investing black box to give you a transparent view of where you’re invested at any given time.

To get the inside track on your investments, simply open up the latest Nutmeg app and tap on any of your pots. You’ll be greeted with a series of boxes, one beneath the other, showing different information about the pot.

The second one is where the new stuff lives. On the face of it, you’ll see the pot’s standard split between equities, bonds, and ‘other’. You can now use the tabs along the top to see an immediate high-level view of the different countries, sectors and continents.

Allocation_Graph_Level_1

But why would you stop there? Hit the ‘view more’ and you’ll be able to see every asset that you’re invested in, with proportions down to two decimal places.

Tap into the expertise behind your investments

This is where the clever thinking behind your investments really comes to life. On the Assets tab, you can tap on any of the asset types and you’ll see a description of the asset type alongside a precise breakdown of the ETFs by name and ticker.

Allocation_Graph_Level_3

Go another level deeper by tapping on the ETF, and you’ll get access to the investment team’s comments and a section detailing exactly why your money is invested in it.

“It’s fantastic to be able to give you this level of detail on each of the underlying ETFs in your portfolios. We want our service to be as transparent as it can be, and we hope this feature will help you get to grips with your costs, your ownership of each ETF and why we’ve selected them.”

James McManus

James McManus, CIO

We think this is a pretty nifty feature, but don’t take our word for it. Take the opportunity to learn about your investments and see the Nutmeg team’s expertise in action.

Update the app or download it on the App Store for iOS or Google Play for Android to give it a try.

Risk warning

As with all investing, your capital is at risk. The value of your portfolio with Nutmeg can go down as well as up and you may get back less than you invest.

Tom Barcys
Tom is the product manager for Nutmeg's mobile app. He leads Nutmeg’s mobile app team for both iOS and Android, managing the development and growth of both platforms simultaneously. He's passionate about building fantastic mobile investment solutions.

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