Compare The Platform: Plum – Basic Portfolio

Home/Plum – Basic Portfolio

Plum – Basic Portfolio

Plum is a clever tool that moves spare cash from your current account and sets it aside for you. It works by linking to your bank account (it works with all major UK banks). It analyses transactions to learn about your income and spending and transfers surplus cash into your Plum account every few days.

From there, you can choose to invest your money into risk-rated basic portfolios: Conservative, Balanced and Growth or invest in more advanced, thematic portfolios such as Technology, Emerging Markets and Ethical. The funds in each portfolio are provided by Vanguard, Standard Life or Legal & General. Only ISA and GIA available.

The Basic portfolios are good for first-time investors and are a mix of equity and bond portfolios depending on your attitude to risk.

Visit The Website

Available products & Wrappers

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

Digital information

Mobile app available. Bank account linked to app and Facebook Messenger. Live chat available.

Learning

Blog and FAQ section

Table of charges

PLATFORM CHARGES PRODUCT CHARGES OTHER CHARGES
Monthly fee £1
Admin fee 0.15%
Underlying fund charge 0.22%

Minimum Investments

Lump-sum Top-ups Monthly
£1 £1 £1

Compare the Platform Says

Products & Wrappers Research & Guidance Charges OVERALL SERVICE
2.0
3.0
4.0
3.0
Although the investment features are limited, it encourages a good savings and investment habit.