Compare The Platform: Nutmeg – Fixed Allocation Portfolio

/Nutmeg – Fixed Allocation Portfolio

Nutmeg – Fixed Allocation Portfolio

Nutmeg is the most established robo-adviser in the UK. It currently offers ISAs, 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 three different investment styles: fixed allocation, fully managed and socially responsible which come with varying fees. There is a minimum investment of £500 for all accounts with a monthly investment of £100 for ISAs and GIAs until the portfolio value reaches £5,000. 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. Nutmeg’s SIPP is not available with their Fixed Allocation Portfolio.

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Available products & Wrappers

General InvestmentsISAsJISAsPensions & SIPPsJunior SIPPLifetime ISAsOthers
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 CHARGESPRODUCT CHARGESOTHER CHARGES
£0-99,9990.45%
£100,000+0.25%
Ongoing fund chargesFrom 0.17% to 0.33%.
Market spread0.08%

Minimum Investments

Lump-sumTop-upsMonthly
£100 for LISA. £500 for rest.

Compare the Platform Says

Products & Wrappers Research & GuidanceChargesOVERALL SERVICE
3.0
4.0
4.0
4.0
Good product range including: GIAs, ISAs and LISAs. Good resources to get you started.Competitive.Good product range, resources and support. The fixed allocation portfolio is for the cost conscious.