To start setting up your Managed Portfolio:
Once you chose the types of your portfolio you will need to complete an Investment Questionnaire. It will consist of a few quick questions on your financial situation, investment goals and time horizons and your tolerance to risk. Our carefully crafted algorithms will suggest what Model Portfolio preset may suit your risk profile. You can accept the suggested preset or use the slider to select the one that you believe suits you best and press 'Save and continue'.
'Overview' > 'Add funds'
We create an order for new funds on business days at 12 pm. If your top-up has settled into the portfolio after 12 pm, the order will be created the following business day. We execute the orders (submit them for trading) at around 3.15 pm every business day.