Compare The Platform: Plum – Ethical Portfolio

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Plum – Ethical Portfolio

Plum is a clever tool that scrapes spare cash from your current account and saves it 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 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 Ethical portfolio invests in the Standard Life UK Ethical Fund, a fund investing in UK companies that try to do business in a sustainable, ethical way.

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Available products & Wrappers

General InvestmentsISAsJISAsPensions & SIPPsJunior SIPPLifetime ISAsOthers
Research, Tools and Information

Digital information

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


Blog and FAQ section.

Table of charges

Monthly fee£1
Admin fee0.15%
Underlying fund charges0.90%

Minimum Investments


Compare the Platform Says

Products & Wrappers Research & GuidanceChargesOVERALL SERVICE
Limited to ISAs and GIAs. Limited blog and FAQ section.High underlying fund charges, which ramps up the total fee.Expensive and limited proposition with access to just one fund.