Wealth Club Portfolio Service at a glance
The Wealth Club Portfolio Service is designed specifically for high net worth and sophisticated investors.
You choose one of five portfolios, depending on the level of risk you are comfortable with and your priorities – we manage it for you.
All five portfolios give you broad exposure to global equities, bonds and other assets, such as real estate and infrastructure. The proportions will be different depending on which portfolio you choose, but the principles are the same.
Important: The information on this website is for experienced investors. It is not a personal recommendation to invest. If you’re unsure, please seek advice.
Which portfolio might be for you?
Below we provide a brief description of each portfolio. Before you invest, please make sure you carefully read the portfolio factsheet and terms and are happy with the risks. Remember: all portfolios can fall as well as rise in value and returns are not guaranteed.
Once you decide for yourself which portfolio is right for you, you can apply online in minutes. Just select the account you wish to invest in – ISA, SIPP or GIA.
Wealth Club Conservative Portfolio
- Worth considering for investors who wish to take less risk and prioritise capital preservation over growth – not guaranteed.
- 20–35% of the portfolio is invested in global stock markets, with the remainder spread across fixed income, real estate, infrastructure, and money market funds.
- All investments fluctuate in value. This portfolio aims to fluctuate in value significantly less than global stock markets. We expect less than half the volatility of the MSCI World in GBP – not guaranteed.
Wealth Club Balanced Portfolio
- Worth considering for investors comfortable with taking a little more risk who wish to strike a balance between capital preservation and growth – not guaranteed.
- Up to 60% of the portfolio is invested in global stock markets, with the remainder spread across fixed income, real estate, infrastructure, and money market funds.
- All investments fluctuate in value. This portfolio aims to fluctuate in value less than global stock markets. We expect less than two-thirds the volatility of the MSCI World in GBP – not guaranteed.
Wealth Club Growth Portfolio
- Worth considering for investors comfortable with taking more risk who wish to prioritise growth over capital preservation – not guaranteed.
- Up to 80% of the portfolio is invested in global stock markets, with the remainder spread across fixed income, real estate, infrastructure, and money market funds.
- All investments fluctuate in value. This portfolio aims to fluctuate in value a little less than global stock markets. We expect less than 80% the volatility of the MSCI World in GBP – not guaranteed.
Wealth Club Adventurous Growth Portfolio
- Worth considering for investors comfortable with taking more risk who wish to prioritise growth over capital preservation – not guaranteed.
- Up to 100% of the portfolio is invested in global stock markets; the portfolio may include a small allocation to fixed income, real estate, infrastructure, and money market funds.
- All investments fluctuate in value. We expect the portfolio to have a broadly similar level of volatility to MSCI World in GBP – not guaranteed.
Wealth Club Income Portfolio
- Worth considering for investors comfortable with taking a little more risk who wish to prioritise income over growth. It aims to generate an attractive income for investors relative to a typical balanced portfolio – not guaranteed.
- Up to 60% of the portfolio is invested in global stock markets, with the remainder spread across fixed income, real estate, infrastructure, and money market funds.
- All investments fluctuate in value. This portfolio aims to fluctuate in value less than global stock markets. We expect less than two-thirds the volatility of the MSCI World in GBP – not guaranteed.
Read more:
Wealth Club aims to make it easier for experienced investors to find information on – and apply for – investments. You should base your investment decision on the offer documents and ensure you have read and fully understand them before investing. The information on this webpage is a marketing communication. It is not advice or a personal or research recommendation to buy any of the investments mentioned, nor does it include any opinion as to the present or future value or price of these investments. It does not satisfy legal requirements promoting investment research independence and is thus not subject to prohibitions on dealing ahead of its dissemination.
The details
- Type
- Discretionary Portfolio
- Minimum investment
- £100,000 (in aggregate)
- Initial charge
- Nil
- Annual custody charge
- 0.25%
- Annual management charge
- 0.35%
- Next deadline
- 15 May 2024 (5pm)