Our Model Portfolio Service allows you to invest across a wide range of some of the best-in-class fund managers selected by experts. If you invested with atomos before February 2023, you may be in our legacy Model Portfolio Service. We're still on hand to help with your investments.
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Long-term investing could help you achieve returns and your life goals.
Active fund management involves using research and analysis to pick certain company stocks or funds to invest in, based on a favourable view of how they will perform. An active fund manager will do this on investors' behalf. The aim of an active fund manager is to 'beat the market'. This means to generate greater returns than are possible by just investing in an index fund, though this is not guaranteed. Our active model portfolios vary by the level of risk an investor is willing and able to take. You can read more about your specific Active Model Portfolio in the factsheets, which are updated quarterly.
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Markets go up and down, but a financial planning-backed investment strategy will stay the course.
Index investing is an investment strategy designed to track the performance of a broad market index such as the FTSE 100 or the S&P 500. Our Index Model Portfolios are constructed using low-cost index funds and vary by the level of risk an investor is willing and able to take. The role of a fund manager of an index fund is to regularly adjust the share of the assets in the fund's portfolio to match the makeup of the index. You can read more about your specific Index Model Portfolio in the factsheets, which are updated quarterly.
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Patient investors reap the biggest rewards. Time is your greatest asset.
Socially responsible investing (SRI) gives significant weight to ethical considerations in investment decisions, as well as to financial returns. The investment process for SRI funds will consider environmental, social and governance (ESG) factors and often exclude investments in companies involved in activities that don’t align with an investor’s values, such as tobacco and weapons. Our SRI model portfolios vary by the level of risk an investor is willing and able to take. You can read more about your specific Socially Responsible Model Portfolio in the factsheets, which are updated quarterly.
Contact usWe have made some changes to the investment ranges we offer our clients. You can read the most up-to-date information on our core investment options here.
The value of investments and any income from them can fall and you may get back less than you invested.
The value of investments and any income from them can fall and you may get back less than you invested.
