Model Portfolio Directory

An exciting way to invest - just £10 per portfolio

Created by Money Observer editor Andrew Pitts and his team, our model portfolio range consists of 12 portfolios catering for medium and higher risk profiles, income or growth aims and different time horizons.

Model Portfolio performance since inception on 1 January 2012*
The Income Portfolios Medium risk ID Higher risk ID
Immediate Income 46.3% Golf 54.2% Juliet
Balanced Income 44.6% Hotel 64.0% Kilo
Growing Income 61.2% India 75.4% Lima
The Growth Portfolios Medium risk ID Higher risk ID
Short Term Growth 5-9 years 28.4% Alpha 43.2% Delta
Medium Term Growth 10-14 years 45.3% Bravo 36.6% Echo
Longer Term Growth 15 years+ 50.5% Charlie 49.5% Foxtrot
*Period from 1 January 2012-1 July 2015, bid-to-bid, net income reinvested. Source: FE Analytics.
Wealth Management Association benchmark performance for this period:
FTSE WMA Stock Market Income Index: +29.9%
FTSE WMA Stock Market Growth Index: +40.5%

Model Portfolio Directory

Important information

We have presented information so that you can make informed decisions. Although we have assembled the model portfolios, the decision as to which portfolio is best suited to your needs is taken by you on an execution only basis. For the avoidance of doubt, we do not assess the suitability of these investments against your individual circumstances.

These portfolios are available at just £10 per portfolio, saving you up to £60 on dealing fees (quarterly account fees apply).

Your investment amount will be evenly split amongst the underlying assets.

After your investment

The portfolio constituents will be reviewed regularly by Money Observer. Any new 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 the recommendations.

Important information

We have presented information so that you can make informed decisions. Although we have assembled the model portfolios, the decision as to which portfolio is best suited to your needs is taken by you on an execution only basis. For the avoidance of doubt, we do not assess the suitability of these investments against your individual circumstances and this is not deemed to be a personal recommendation.
Your investment amount will be evenly split amongst the underlying assets

Some individual constituents within our model portfolios may have a different risk rating than that of the overall model portfolios.

Contact us

Call our UK team on: 0845 200 3637
Calls cost 2p per minute plus your phone company's access charge.