Smart Alpha portfolios Powered by J.P. Morgan Asset Management

Nutmeg has partnered with 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.

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With investment, your capital is at risk.

150+ years of J.P. Morgan Asset Management experience

Globally diversified

Managed by experts

Smart Alpha portfolios, in a nutshell

Who's it for?

Investors who want a globally diversified, dynamic portfolio that seeks additional returns through smart, transparent security selection. Currently available for ISA, LISA, JISA and general investment accounts.

What do the portfolios contain?

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.

Is there ongoing management?

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 your portfolio for you, adapting your allocation through changing market conditions and ensuring they’re always aligned with your long-term objectives.

Risk levels

Choose from five risk levels – low to high – to reflect your risk appetite.

Powered by J.P.Morgan Asset Management

Is my money locked in?

No. You can have access to your money in a few days, at any time.

Still not sure? How about...

Socially Responsible

“I want my investments managed and invested in line with my values.”
Find out more

Fixed Allocation

“I want a diversified portfolio without the cost of continuous management.”
Find out more

Fully Managed

“I want experts to take a hands-on approach to my investments.”
Find out more

Portfolio allocation

Below you can see an indication of how our investments are allocated across assets and global financial markets. For regulatory reasons, performance of the portfolios will be available once the portfolios have a 12 month track record.

Allocation

The allocation of assets within a chosen portfolio will vary depending on your chosen risk level and investment style. Your portfolio will typically hold a large majority in equities and investing the balance in bonds to help dampen the ups and downs of the portfolio.

Capital at risk.

A simple fee structure

At Nutmeg, our fee depends entirely on your chosen investment style and the amount you invest. We don’t charge high fees to pay for extravagant sales incentives or hit you with sneaky charges.

£
Input estimated investment

Fully Managed

per week

Nutmeg fees
0.75% up to £100k, 0.35% beyond

Fund costs
+Average investment fund cost: 0.21%

Market spread
+Average market spread: 0.08%

Smart Alpha

per week

Nutmeg fees
0.75% up to £100k, 0.35% beyond

Fund costs
+Average investment fund cost: 0.33%

Market spread
+Average market spread: 0.08%

Socially Responsible

per week

Nutmeg fees
0.75% up to £100k, 0.35% beyond

Fund costs
+Average investment fund cost: 0.33%

Market spread
+Average market spread: 0.08%

Fixed Allocation

per week

Nutmeg fees
0.45% up to £100k, 0.25% beyond

Fund costs
+Average investment fund cost: 0.18%

Market spread
+Average market spread: 0.08%

Most people ask us...

Like our fully managed and SRI portfolios, Smart Alpha portfolios follow a dynamic investment philosophy. However, what makes Smart Alpha portfolios unique are their use of 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, 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.

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.

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