Compare The Platform: Nutmeg – Fixed Allocation Portfolio

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Nutmeg – Fixed Allocation Portfolio

Nutmeg is the most established robo-adviser in the UK. It currently offers ISAs, JISAs, Lifetime ISAs, SIPPs and General investment accounts. Nutmeg is a discretionary manager, but investors can also access financial advice. Investors start by selecting the account type, how much and how long they want to invest for. They then choose from four different investment styles: fixed allocation, fully managed, Smart Alpha and socially responsible which come with varying fees. There is a minimum investment of £500 for all accounts except LISA and JISA which is £100. There’s no minimum monthly amount. Mobile apps let you keep track of your portfolios on the go. The Fixed Allocation Portfolio is a cheaper, passive portfolio designed for long-term investment and minimal intervention. It’s re-balanced on an annual basis.

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Available products & Wrappers

General Investments ISAs JISAs Pensions & SIPPs Junior SIPP Lifetime ISAs Others
Research, Tools and Information

Advice, help and contact

Live chat, phone and email contact. Financial advice call-back available.

Learning

Videos, guides and articles.

Tools

ISA and pensions fees calculators available. Free Portfolio review service. Nutmeg mobile app available.

Further Information

5 risk-rated portfolios.

Table of charges

PLATFORM CHARGES PRODUCT CHARGES OTHER CHARGES
£0-99,999 0.45%
£100,000+ 0.25%
Underlying fund charges 0.17%
Market spread 0.06%

Minimum Investments

Lump-sum Top-ups Monthly
£100 for LISA/JISA. £500 for rest. No minimum, but minimum lump sum required to open account

Compare the Platform Says

Products & Wrappers Research & Guidance Charges OVERALL SERVICE
3.0
4.0
4.0
4.0
Good product range, resources and support. The fixed allocation portfolio is for the cost conscious.