Circa5000
Circa5000 is the investment platform formerly known as Tickr is a robo adviser that provides access to investments which have a positive impact on the world. Its aim is to build social responsibility into investing via their five types of portfolios: Climate Change. Disruptive Technology, Equality and Combination. For example, the Climate Change portfolio aims to provide ETFs which invest in global clean water and energy.
Aimed at millennials generation Z, Circa5000 is focused on sustainable and ethical investment. It comes with a mobile app and offers customers impact investing via pensions, ISAs, JISAs, SIPPs and GIAs.
Available products & wrappers
| General investments | ISAs | Lifetime ISAs | Junior ISAs | Pensions & SIPPs | Junior pensions & SIPPs | Other |
|---|---|---|---|---|---|---|
Table of charges
| Platform charges | Product charges | Other charges | |
|---|---|---|---|
| Robo fee | 0.45% | ||
| Ave underlying fund charge | 0.25% - 0.65% | ||
| Trading fees | 0.14-0.20% | ||
| SIPP fee | 0.00% (0.45% from 1st June 2023) | £1 monthly subscription fee |
Minimum investments
| Lump-sum | Top-ups | Monthly |
|---|---|---|
| £5 | £5 | £5 |
Compare + Invest review of Circa5000
| Products & wrappers | Research & guidance | Charges | Overall rating |
|---|---|---|---|
What is Circa5000?
This is the robo-investor formerly known as Tickr, with big ambitions: it wants to change the world by the year … 5000, so it’s not any time soon. But the length of the timespan serves to emphasise that investing is a long term project!
Investors can open an ISA, JISA, pension or general investment account with a minimum investment of just £5.
Our review of Circa5000
It’s an ethical/sustainability focused investment app with a particular tilt to the millennial generation of digital natives.
