Money Observer Model Portfolios
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.
Your investment amount will be evenly split amongst the underlying assets.
Over the first 15 months to 1 April 2013 our model portfolios have achieved the following performance:
| The Income Portfolios | Medium risk | Higher risk |
| Immediate | 24.6% | 20.1% |
| Balanced | 23.7% | 30.8% |
| Growing | 28.1% | 37.0% |
| The Growth Portfolios | ||
| Time horizon 5-9 years | 12.8% | 21.9% |
| Time horizon 10-14 years | 20.0% | 24.2% |
| Time horizon 15 years+ | 22.9% | 31.4% |
Period from 1 January 2012-1 April 2013, bid-to-bid, net income reinvested. Source: FE Analytics.
And better still, these portfolios are available at just £10 per portfolio, saving you up to £60 on dealing fees (quarterly account fees apply). Remember we are also offering class-leading annual management charge rebates, typically 0.64% per annum (find out more about fund rebates).
Latest Model Portfolio Performance Review
If you'd like to see all 12 portfolios in the same place, then scroll through the Model Portfolio Directory that contains brief descriptions of each.
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
A full overview of the initial constituents can be found in the original Money Observer feature.
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.
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Please be aware of the risks involved. The value of investments, and any income from them, can fall as well as rise so you could get back less than you invest. Past performance is no guarantee of future performance. Tax treatment depends on your individual circumstances and may be subject to change. If in any doubt, please seek advice.
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Awards and Recognition
2013
- Awarded Best Market Newsletter – City of London Wealth Management Awards
- Rated first for the cost of our service and the quality of our content – The Platforum Guide 2013
2012
- Our new pricing was featured as Deal of the Week in June 2012 - Financial Times
- Ranked first out of 23 fund supermarkets in May 2012 - Which? Magazine
2011
- Voted Winner – Value for money - Investment Trends – July 2011
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