IG Smart Portfolios

Now you have the opportunity to invest in an expertly managed portfolio, at a fraction of the cost of traditional wealth managers and independent financial advisors (IFAs). IG Smart Portfolios are affordable, transparent and globally diversified, and built using asset allocation models from BlackRock – the world’s leading asset manager.

We’ll help you find the right portfolio for your risk profile and fully manage it on your behalf. Start investing today with as little as £500.

Remember your capital is at risk.

The value of investments can fall as well as rise, and you may get back less than you invested. Past performance is no guarantee of future results.

Why choose an IG Smart Portfolio?

Affordable

Traditional investment funds are expensive, with portfolio managers charging high fees for their service, and hidden charges eating into your returns.

IG Smart Portfolios are actively managed using ETFs to keep costs low, and regularly reviewed to deliver optimal performance at minimal cost.

Tailored

Our portfolios cater to five distinct risk profiles from cautious to aggressive, to suit a wide range of risk appetites.

When you open your account we’ll ask you some questions to determine which risk profile suits you best.

Transparent

Know your total cost of ownership (TCO) before you invest, with no hidden fees.

See how your portfolio’s performing at any time, and edit your preferences or withdraw your money whenever you want without penalty.

Diversified

By investing in ETFs we intelligently spread your risk across different asset classes, sectors and regions, ensuring you’re never overexposed.

No cash drag

Our dynamic technology can invest in ETFs at up to seven decimal places, meaning every pound of your available money is put to good use.1

Expert portfolio management

Our experts draw on BlackRock’s asset allocation models to manage your portfolio, rebalancing it as market conditions change to keep it performing in line with your goals.

Three ways to invest

We offer three types of IG Smart Portfolio to help you get the most from your investments. 

General investment

Invest for your future goals with an expertly managed portfolio that’s tailored to your risk appetite and has no maximum contributions.

ISA

Invest up to £20,000 in 2017/18, without paying capital gains tax on your profits or income tax on your dividends.2

SIPP

The tax-efficient way of saving for retirement, with up to 45% tax relief on contributions and no tax on profits.2

How to create an IG Smart Portfolio

New to IG?

  • Create an IG Smart Portfolio account

  • Answer a carefully selected set of questions, so we can determine your appetite for risk

  • We’ll help you find the IG Smart Portfolio that best reflects your risk profile 

  • Deposit some money into your portfolio and we’ll invest it on your behalf

Already an IG client?

If you’re an existing IG account holder, simply log in to My IG, click ‘add another account’ and then select ‘add IG Smart Portfolio’ to open an IG Smart Portfolio account.

1 Assuming rounding to the nearest pound.  Any remaining cash amounts less than one pound will be invested the next time there is activity in your IG Smart Portfolio.

2 Tax laws are subject to change and depend on individual circumstances. Tax law may differ in a jurisdiction other than the UK.