ETFmatic’s proposition is suitable for people of all differing levels of investment experience, though more experienced investors will benefit from its more complex features. Based on responses to a series of questions for invests, ETFmatic’s system calculates a risk profile and recommends a series of model portfolios that provide exposure to global equities and bonds.
Investors can increase or decrease their exposure to equities through a sliding asset allocation tool. The system also allows users to create their own totally bespoke investment portfolios by enabling them to select their own asset allocation weightings. ETFmatic offers investments in EUR, USD and GBP and offers 21 model portfolios per currency.
Visit The WebsiteAvailable products & Wrappers
| General Investments | ISAs | JISAs | Pensions & SIPPs | Junior SIPP | Lifetime ISAs | Others |
|---|---|---|---|---|---|---|
Table of charges
| PLATFORM CHARGES | PRODUCT CHARGES | OTHER CHARGES | |
|---|---|---|---|
| Product charge | 0.48% | ||
| Product charge - JISA | 0% | ||
| Ave underlying fund charge | 0.12% |
Minimum Investments
| Lump-sum | Top-ups | Monthly |
|---|---|---|
| £100 |
Compare the Platform Says
| Products & Wrappers | Research & Guidance | Charges | OVERALL SERVICE |
|---|---|---|---|
| Limited to GIAs, JISAs & ISAs. | Broad range of products. | Competitively priced. | A more complex robo offering greater control. |