Starter portfolios

Get up and running with our pre-built portfolios, built by us and managed by you.

Portfolios to kick-start your investing 

Built by our expert team, our Starter portfolios are designed with investments already selected for you. While the funds that feature have been chosen by us, you’ll need to be comfortable managing the portfolio yourself.

With four portfolios to choose from, all you need to do is pick the one that’s right for you, decide how much you want to invest (the minimum is £1,000), and you’re ready to go.

  • High-quality funds
    Each portfolio is only made up of funds that we’ve carefully selected from our Favourite funds list.
  • Built by us, managed by you
    Our experts look at the clarity of the investment manager’s philosophy and process, the success and consistency of past performance, and their approach to risk management.
  • Match your attitude to risk
    If you’re more cautious, we have an option for you. If you’re happy riding the ups and downs of the market, we’ve got a portfolio for that, too.

Managing your portfolio 

Each Starter portfolio is made up of five funds, which will appear in your account once you buy a portfolio. From that point on, it's up to you to manage them. You'll see the funds appear alongside any other investments you have, so it's easy to keep track.

If you're not confident in managing your own portfolio, you might prefer our AJ Bell funds instead. They let you leave the day-to-day investing decisions to our expert team.

We regularly review and update our Starter portfolios to keep them on track. This means the funds we include may change and your portfolio will not be updated automatically. If a fund you hold no longer appears in our updated portfolios, you’ll need to decide whether you want to remain invested in it.

If you'd like to align your portfolio with our latest adjustments, make sure you see the most recent updates.

Cautious

Balanced

Adventurous

Income

Learn more about our Starter portfolios

Join Paul Angell, Head of Investment Research, to learn more about how our Starter portfolios work and how we choose each investment.  

 

Our most popular Starter portfolios questions

Having the right information is important when making investment decisions. Here are the most frequently asked questions we get about our Starter portfolios.

Need more help?

Our customer support team are here to help when you need it. Here’s how to get in touch.

We're here to help you invest

We’ve been helping our customers put their money to work for over 30 years. And with over 593,000 customers, that’s a lot of people taking control of their financial futures. 

We’re not just one of the UK’s largest and best regarded investment platforms, we’re listed on the FTSE 250, we’re regulated by the Financial Conduct Authority (FCA), oh, and we’re a Which? Recommended provider seven years running, 2019-2025. 

So, when you're ready to feel good, investing, we're here to help.