Here at evestor, we're helping to make investing affordable and accessible to everyone.
Diversification means that your investments are spread across different types of assets, companies and locations which helps reduce the risk associated with investing.
Holding money in cash is almost risk free, but it does limit returns. We use cash investments to help balance the risk of your overall portfolio.
We invest in property through Real Estate Investment Trusts (REITs) index funds. Think of it like being a landlord without all the hassle and responsibility that comes with that.
Organisations or Governments may issue bonds – a form of debt – to fund their growth or borrow money to pay bills. Government bonds are safer than corporate bonds as it’s much less likely that Governments will default. Overall, bonds are lower risk investments than equities as the holder will know what return to expect.
Publicly traded companies offer equity (shares) to fund their growth. This gives investors the opportunity to have a share in the company's future earnings.
If you had invested £1,000 on the 24/04/17, it would have been worth £1,136.60 on 01/01/21.
Average anual return (%)
Maximum peak of investments
Lowest fall of investments
If you had invested £1,000 on the 24/04/17, it would have been worth £1,179.60 on 01/01/21.
If you had invested £1,000 on the 24/04/17, it would have been worth £1,210.70 on 01/01/21.
Average anual return (%)
Maximum peak of investments
Lowest fall of investments
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*The performance figure for 2017 is from 24/04/17 – 31/12/17 which is the date we launched the business to the end of 2017.
The performance shown is net of charges. Portfolios launched on the 24/04/17 and the figures are based on the actual performance of our investment portfolios. Past performance is not an indication of future returns.
Source: FE Analytics
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Learn more about how our fees work*.
Fees quoted are shown annually, however charged monthly as a percentage of the total value of your Portfolio. The amount you pay will vary depending on the value of your investments across the month.
*0.49% is a representative example, based on the fees associated with Portfolio 1 as at 20/04/2020
This portfolio is for those who want to take a small amount of risk to achieve their investment goals. Investments in this portfolio will primarily be made in defensive assets including Fixed Interest (67%) and Cash (3%), with the remaining 30% invested in Equities, which is a growth asset. The purpose of having defensive assets are to help reduce the overall volatility and risk of the portfolio in the short term and provide security rather than maximising returns whereas investing in Equities aims to provide capital growth over the long term.
This portfolio is for those who are comfortable taking some risk to achieve their investment goals. The majority of investments within this portfolio are in growth assets including Equities (61%) and Property (5%), and the remaining 34% is invested in defensive assets which are Fixed Interest (31%) and Cash (3%). This asset allocation aims to achieve somewhat of a balance between security and return. Although the portfolio will be subject to some volatility, the asset weightings will assist in limiting the extent of any great changes to the investment value. Over the longer term, this portfolio seeks to provide greater capital growth than Portfolio 1, but less risk and volatility than Portfolio 3.
This portfolio is for those who are comfortable taking a high level of risk to achieve their investment goals. Investments within this portfolio will be primarily growth assets via Equities (89%) and Property (5%), with the remaining 6% invested in Fixed Interest (3%) and Cash (3%) to help provide an element of security. This investment approach has more exposure to adventurous regions such as Emerging Markets and over the long term aims to provide a high level of return. With this type of strategy, significant volatility and fluctuations in value can be expected which can either positively or negatively impact the valuation of your account. Over the long term, this portfolio aims to provide greater capital growth than Portfolio 2.
Head to our frequently asked questions page or speak to one of our friendly support team on webchat.
Our team are available Monday - Friday, 9am - 8pm and Saturday 9am – 1:30pm
evestor is a trading style of OpenMoney Adviser Services Ltd. OpenMoney Adviser Services Ltd is registered in England & Wales under Company Registration Number 09407280; its registered address is WeWork St. Peter’s Square, 1 St. Peter’s Square, Manchester, M2 3DE. OpenMoney Adviser Services Ltd is authorised and regulated by the Financial Conduct Authority. Our FCA number for evestor is 676331.
