Compare The Platform: Nutmeg – Socially Responsible Portfolio

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Nutmeg – Socially Responsible 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 Socially Responsible Portfolio is composed of ETFs, but the asset allocation is actively managed to respond and adapt to market conditions and changing trends. The underlying ETFs are ethical and socially responsible.

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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 support email. Financial advice also available.

Tools

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

Learning

Videos, guides and articles.

Table of charges

PLATFORM CHARGES PRODUCT CHARGES OTHER CHARGES
£0-99,999 0.75%
£100,000+ 0.35%
Underlying fund charges 0.32%
Market spread 0.05%

Minimum Investments

Lump-sum Top-ups Monthly
£100 for LISA. £500 for the rest. No minimum monthly amount, but minimum lump sum required to open an account

Compare the Platform Says

Products & Wrappers Research & Guidance Charges OVERALL SERVICE
4.0
4.0
2.0
4.0
Ethical investments, good product range, resources and support and active asset allocation a good feature.