Model Portfolios

An exciting new way to invest

Created by Money Observer editor Andrew Pitts, our model portfolio range consists of 18 portfolios catering for a spectrum of risk profiles, income or growth and different time horizons. Your investment amount will be evenly split amongst the underlying assets.

Download the full Model Portfolio supplement.

There are 3 ways to view the Model Portfolios

1. We recommend the 15-minute Risk Questionnaire to help you find the right portfolio and ascertain your level of risk.

Start the questionnaire here

2. If you are already comfortable with your level of risk then use the Model Portfolio filter tool by answering the five questions just to the right.

3. Or, if you'd like to see all 18 portfolios in the same place, then scroll through the Model Portfolio Directory that contains brief descriptions of each.

Model Portfolios Directory

After your investment

The portfolio constituents will be reviewed by Money Observer editor Andrew Pitts on a quarterly basis. His selections and analysis will be distributed to you as an investor in one of our model portfolios. At that point you will have the option to act on his recommendations.

Important information

These products are ‘Execution Only’. We will present information to you so that you can make an informed decision – but the decision is yours as to which investment you decide to invest in.

As some of these portfolios contain Investment Trusts and Funds please be aware that due to different settlement times you may not see all investments within the Model Portfolio confirmed within your portfolio at the same time. Investment Trusts settle within 15 minutes whilst the market is open and Funds settle within 2 business days depending on the time of day purchased.