Building an investment portfolio

Investment portfolio

‘Don’t put all your eggs in one basket’ is a useful principle for investing.

By building a portfolio that holds a variety of shares and other investments, you’re not depending on just one company or type of investment doing well. And if one of your investments falls in value, this can be offset by gains on others.

Diversifying your investments in this way should bring smoother returns over time.

The big question is: Which investments should you have in your portfolio — and how should you manage them going forward?

That’s where InvestEngine can help — we’ll build a portfolio to suit your needs and then manage it for you.

InvestEngine makes it easy for you

To find the right mix of investments for you, we’ll ask you to complete a short online questionnaire about your aims and attitude to investment risk.

Want the opportunity of higher returns and are comfortable taking more risk? The portfolio we suggest is likely to have a higher weighting in shares. Or are you more of a cautious type? We’re likely to suggest more bonds.

Our portfolios consist of varying combinations of shares, bonds and alternative assets such as gold — which we invest in via exchange traded funds (ETFs) to provide wide diversification at very low cost.

You can choose between income and growth portfolios, and we also offer a tax-free ISA. Plus, our management fee is one of the lowest around at just 0.25% a year — helping you keep even more of your portfolio’s investment returns.

Important information

Capital at risk. ETF costs also apply.
Eligibility to invest in an ISA depends on personal circumstances.

This communication is provided for general information only and should not be construed as advice. If in doubt you may wish to consult a professional adviser for guidance.