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How we project this portfolio to perform — hover or tap on chart for details
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What you'll own in this portfolio
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Returns of a comparable portfolio over the past 23 years
Avg. annual return
Best year, {{hisCtrl.bestYear}}
Worst year, {{hisCtrl.worstYear}}
Worst 12 mo. period
These returns are regarded as simulated and are not a reliable indicator of future performance. They are based upon and calculated using data from between 31 December 1995 until 31 December 2018. They use an investment start date of 31 December 1995.
Learn more about performance and how it's calculated
Read the Lifetime ISA Information Pack
The change will occur on our next twice-weekly investing cycle
We have to sell your investments and convert them to cash. More
Everything else about your pot will remain the same
Your timeframe, goal, and any contributions you have set up will continue as before.
You’ll earn interest of 0.40% per annum
Cash in this pot earns interest at the current Bank of England (BOE) bank rate less 0.35%. We will provide notice of any changes. If the BOE bank rate is below 0.35%, you won't receive any interest.
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Projections are never a perfect predictor of future performance, and are intended as an aid to decision making, not as a guarantee. This projection takes into account the interest payable on the cash placed in your pot, using a rate of 0.40% per annum (subject to change). However, it does not take into account the effects of inflation or tax.
Projections are never a perfect predictor of future performance, and are intended as an aid to decision making, not as a guarantee. This projection doesn't include any monthly transfers from any of your other Nutmeg pots, but it does include direct debit payments from your bank account outside Nutmeg. It also includes your initial contribution, if it has arrived at this stage.
The projection includes the effect of Nutmeg fees, investment fund costs, and market spread — personalised according to your planned contributions and chosen investment style — but does not take into account the effects of inflation or tax. It assumes income is reinvested. More About this projection
Projections are never a perfect predictor of future performance, and are intended as an aid to decision making, not as a guarantee. This projection takes into account the interest payable on the cash placed in your pot, using a rate of 0.40% per annum (subject to change). However, it does not take into account the effects of inflation or tax. Learn more
Before age 60, LISAs can only be used to purchase your first home, and it must be under £450,000. Otherwise, you may incur a 25% government penalty. Learn more
We offer restricted advice, which is limited to recommending a suitable model portfolio from our range.
© 2019 Nutmeg Saving and Investment Limited