What changes have been made to the Starter portfolios - January 2026

We recently carried out a review of our Starter portfolios. As a result of this review we have made the following changes to the Balanced and Adventurous portfolios.

Balanced Portfolio  

• We have replaced the IFSL Evenlode Global Income fund with the Dodge & Cox Worldwide Global Stock fund. We believe the change improves the overall blend of investment styles within the portfolio, whilst also reducing the portfolio’s overall cost by 0.04% per annum (0.22% at an individual fund level).  

Adventurous Portfolio  

• We have replaced the Schroder Global Recovery fund with the Dodge & Cox Worldwide Global Stock fund. This switch reduces the portfolio’s overall cost by 0.04% per annum (0.24% at an individual fund level).  

For further information on the new fund, the Dodge & Cox Worldwide Global Stock fund, and all the other funds included within the Starter portfolios, please refer to the Favourite funds page.

Disclaimer: We hope you find this update useful. 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. Keep in mind this is information only, and not a personal recommendation to buy or sell any funds.