Comprehensive risk management
Our Asset Allocation team continuously monitors your portfolio to keep it in line with your desired risk appetite. The aim is to optimise your portfolio's performance while adapting to various market conditions.
Active management.
Unlock the full potential of your wealth with active management. Our Asset Allocation team expertly manages and monitors your investments, giving your wealth the best chance to grow.
Active management.
Unlock the full potential of your wealth with active management. Our Asset Allocation team expertly manages and monitors your investments, giving your wealth the best chance to grow.
The key benefits of active management.
Comprehensive risk management
Our Asset Allocation team continuously monitors your portfolio to keep it in line with your desired risk appetite. The aim is to optimise your portfolio's performance while adapting to various market conditions.
Strategic asset selection
With a selection of funds and ETFs, including sustainable options, we ensure efficiency and alignment with evolving market opportunities.
Advanced market analysis
With cutting-edge technology and research, we conduct in-depth market analysis for informed, strategic investment decisions.
Regular portfolio rebalancing
Our Asset Allocation team regularly rebalances your portfolio to maintain its ideal structure in tune with your risk profile and investment goals.
You're in the loop
Get startedWe keep you informed and engaged about your investments. Open communication about investment choices and strategies is integral to our process.
Experience the full benefits of our investment expertise.
Experience the full benefits of our investment expertise.
Actively managed portfolios are available with all of our products.
Actively managed portfolios are available with all of our products.
Stocks and Shares ISA
Invest up to £20,000 every year with tax-free growth. Choose an expertly managed portfolio or build your own with a Share Investing account.
Discover ISA ❯General Investment Account
Get more choice and more opportunities with our General Investment Account. Make unlimited contributions, get quick access to your money and even open different portfolios for different goals.
Discover GIA ❯Junior ISA
The earlier you start investing for your child, the more time you give their wealth to grow. Our JISA has a £9,000 tax free allowance each year and sustainable portfolio options.
Discover JISA ❯Pension
Retire your way, with an expertly managed pension tailored to your needs and goals. Enjoy up to 45% tax relief, free pension drawdown, and expert guidance when you need it.
Discover Pension ❯Tax treatment depends on your individual circumstances and may be subject to change in the future.
Stocks and Shares ISA
Invest up to £20,000 every year with tax-free growth. Choose an expertly managed portfolio or build your own with a Share Investing account.
Discover ISA ❯General Investment Account
Get more choice and more opportunities with our General Investment Account. Make unlimited contributions, get quick access to your money and even open different portfolios for different goals.
Discover GIA ❯Junior ISA
The earlier you start investing for your child, the more time you give their wealth to grow. Our JISA has a £9,000 tax free allowance each year and sustainable portfolio options.
Discover JISA ❯Pension
Retire your way, with an expertly managed pension tailored to your needs and goals. Enjoy up to 45% tax relief, free pension drawdown, and expert guidance when you need it.
Discover Pension ❯Tax treatment depends on your individual circumstances and may be subject to change in the future.
Pricing.
Pricing.
Below 100k
FROM £500
0.75%
FROM £10K
0.70%
FROM £20K
0.65%
FROM £50K
0.60%
Above 100k
FROM £100k
0.45%
FROM £250K
0.40%
above £500K
0.35%
Minimum investment £500
Annual average investment fund fee: 0.2%
Annual average effect of market spread : 0.10%
Annual average investment fund fee: 0.2%
Annual average effect of market spread : 0.10%
If you invest £15,000 in a globally diversified portfolio, you’ll pay:
If you invest £15,000 in a globally diversified portfolio, you’ll pay:
| Fee | Annual % | Annual £ |
|---|---|---|
| Moneyfarm fee | 0.70% | £105.00 |
| Underlying fund fee | 0.20% | £30.00 |
| Market spread* | 0.10% | £15.00 |
| Total | 1.00% | £150.00 |
| Fee | Annual % | Annual £ |
|---|---|---|
| Moneyfarm fee | 0.70% | £105.00 |
| Underlying fund fee | 0.20% | £30.00 |
| Market spread* | 0.10% | £15.00 |
| Total | 1.00% | £150.00 |
*The market spread effect also impacts your investments. This is a characteristic of trading on the financial markets and represents the difference between bid and ask (buying and selling) prices for an investment at a specific time. This can be 0.10% at Moneyfarm (assuming the average between our Classic and ESG allocations, we sell 40% of the assets in your portfolio and replace them with new assets during the year), but you'll always see the real price you buy and sell assets at.
Getting started is easy.
Getting started is easy.
Answer a few simple questions
Discover your perfect portfolio
Invest according to your goals
Answer a few simple questions
Discover your perfect portfolio
Invest according to your goals