Compare The Platform: Plum – Technology Portfolio

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Plum – Technology 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 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 Technology Portfolio invests in the Legal and General Global Technology Index fund.

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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 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 0.32%

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
A great service but limited selection. Hopefully Plum will add more funds to broaden coverage.