Smart Alpha portfolios combine Nutmeg's core investment principles, ETF and fractional investment expertise, with the in-house, multi-asset knowledge and experience of one of the world's leading investment houses.
Nutmeg has partnered with its affiliate company J.P. Morgan Asset Management for the exclusive launch of Smart Alpha investment portfolios. With Smart Alpha portfolios we're combining Nutmeg's core investment principles, ETF and fractional investment expertise with the in-house, multi-asset knowledge and experience of one of the world's leading investment houses.
'I want to seek additional returns through smart, transparent security selection in my portfolio'
Globally diversified portfolios of exchange traded funds (ETFs) designed to align with your risk preference and goals. The Smart Alpha portfolio range is unique by introducing research-driven security selection. Alongside passive ETFs, the Smart Alpha portfolios also include innovative active ETFs that benefit from J.P. Morgan Asset Management's research expertise and global team's experience.
Yes, asset allocation is set and adapted by the multi-asset specialists at J.P. Morgan Asset Management, who have a 150-year history of investment expertise and whose long-term views inform the asset allocation decisions of institutions and professionals worldwide. This team, along with the Nutmeg in-house investment team will monitor the portfolio, adapting the allocation through changing market conditions while ensuring it remains aligned with long-term objectives.
Choose from five risk levels, low to high, to reflect your risk appetite.
No. You can have access to your money in a few days, at any time, with a stocks and shares ISA or general investment account. Pension, Lifetime ISA and Junior ISA have withdrawal restrictions and conditions that may apply.
We have several investment styles available to meet your needs.
“I want my portfolio to be proactively managed by experts and invested in line with my values.”Find out more
“I am looking for a globally diversified portfolio, but without the cost of continuous management.”Find out more
Below you can see a detailed breakdown of our performance, as well as an indication of how our investments are allocated across global financial markets.
Explore our full 2-year track record for each of our 5 risk-based Smart Alpha portfolios and see how our results compare against our competitors.
The past performance shown represents a composite of asset-weighted average returns for Nutmeg client portfolios, net of all fees. A composite return represents the average return of all client accounts for a given risk level on a given day, weighted by assets. Past performance is not a reliable indicator of future performance.
*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.
Capital at risk.
Like our Fully Managed and SRI portfolios, Smart Alpha portfolios follow a dynamic investment philosophy. However, what makes Smart Alpha portfolios unique is the introduction of research-driven security selection, using J. P. Morgan Asset Management's market insights and analysis to make tactical adjustments over time. This partnership embodies our belief that asset allocation is the single most important decision facing every investor. By launching Smart Alpha portfolios we are bringing a new dimension to our investment offering: active, research-driven, security selection.
J.P. Morgan Asset Management, our affiliate company, is one of the world’s leading asset managers, with a history stretching back more than 150 years, and offers both specialist multi-asset expertise and the research and insights of 1,000+ global investment professionals.
In October 2021 Nutmeg became part of the J. P. Morgan group. This acquisition will not affect either the strategy or ongoing management of the Smart Alpha Portfolios
Alongside passive ETFs, Smart Alpha portfolios include innovative ‘active’ ETFs that benefit from the insights of J.P. Morgan’s Asset Management global team of research analysts who seek returns in excess of the respective market benchmark through security selection. These ETFs are built and managed by J.P. Morgan Asset Management and seek to offer the diversification, transparency and cost benefits of passive ETFs, alongside the opportunity to seek returns in excess of the market (known as ‘alpha’) through research-driven security selection.
This means the ETFs can take overweight positions (positions larger than the benchmark position) in securities expected to do well, and underweight positions (positions smaller than the benchmark position) in securities expected to do poorly. Any additional risk is carefully controlled.
While leveraging the insights of J.P. Morgan Asset Management’s global investment teams, Smart Alpha portfolios also embody Nutmeg’s core investment principles. Smart Alpha portfolios are underpinned by Nutmeg and J.P. Morgan Asset Management’s shared commitment to responsible investing. Where these portfolios use active ETFs, environmental, social and governance (ESG) considerations are factored into the research and investment decisions. The active equity ETFs in Smart Alpha portfolios exclude tobacco, thermal coal, controversial weapons and weapons’ producers, and sustainable business practices are promoted through company engagement.