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{{ ctrl.formattedGoalName() }} - {{ ctrl.pot.target | poundCurrency }} - No target set
None {{ ctrl.pot.timeframe }}yrs
Timeframe
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Starting
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Monthly
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Investment style
Risk

See the portfolio
we'll build for you



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We'll keep you posted about Nutmeg.


What are you saving for?











How many years do you plan to invest for?



The longer the better


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If you’re saving for a home on a short timeframe (3-5 years), you should consider a cash Lifetime ISA. If you’re saving for retirement, your timeframe should take you until at least age 60 to avoid a 25% government penalty.

Our minimum suggested timeframe you should consider for investing is 3 years. For shorter timeframes you should consider keeping your money as cash.

Need help deciding?


Access your money anytime, without exit fees.





How much can you invest?



Minimum starting amount is {{ ctrl.validations.starting.min | poundCurrency }}
Maximum starting amount is {{ ctrl.validations.starting.max | poundCurrency }}
{{ ctrl.validations.monthly.min | poundCurrency }}/mo required for amounts below {{ ctrl.validations.starting.requireMonthlyBelow | poundCurrency }}


You can always contribute more by opening an additional ISA, pension, or general investment account at any time.






Choose an investment style for this pot





With both options:

  • You’ll have a wide range of risk levels available, from very conservative to adventurous
  • You stay in control of your risk and contributions
  • You get a smart, globally diversified portfolio
  • Your investments are automatically kept in line with your preferred risk level
  • We cover all basics, like trading and dividend reinvestment, so you don’t have to

Need help deciding?


Change your mind anytime.




Set a risk/reward balance



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Low risk/reward
High risk/reward
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The preferred risk level for people with your timeframe and risk tolerance.


If you’re saving for a home on a short timeframe (3-5 years), you may want to think about using a lower risk level to reduce your chances of ending up with substantially less than you planned.

You can change your risk level anytime.





Tap any setting to edit


Projection

How we project this portfolio to perform — hover or tap on chart for details

More likely
Less likely
Contributed

On track for {{ ctrl.pot.target | poundCurrency }} target

We need to know your age before
we can show you a projection

You must be aged 18-39 to open a Lifetime ISA. might be more appropriate for you
After {{ ctrl.pot.timeframe }} 10+ years, assuming {{ ctrl.pot.contributions.starting | poundCurrency }} contributed at start of each tax year
Your contributions

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Government bonuses

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50% chance of having at least
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5% chance of having less than
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How we calculated these figures

Portfolio

What you'll own in this portfolio


List of investments

Ticker Name Percentage
{{ investment.code }} {{ investment.description }} {{ investment.allocation }}
See {{ctrl.restrictDivHeight() ? 'all' : 'less'}}

Historical

Returns of a comparable portfolio over the past 20 years

Avg. annual return

Best year,

Worst year,

Worst 12 mo. period

Remember, past performance is no guarantee of future returns and losses over any 12-month period may be greater than losses during any discrete calendar year.


Why Nutmeg

Read the Lifetime ISA Information Pack


Your investments may lose value

Projections are never a perfect predictor of future performance, and are intended as an aid to decision making, not as a guarantee. The projection includes the effect of Nutmeg fees, investment fund costs, and market spread, but does not take into account the effects of inflation or tax. It assumes income is reinvested. More

Your investments may lose value

Projections are never a perfect predictor of future performance, and are intended as an aid to decision-making, not as a guarantee. The projection includes the effect of Nutmeg fees, investment fund costs, and market spread, but does not take into account the effects of inflation or tax. It assumes income is reinvested. 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

Historical figures are based on the performance of a portfolio consisting of , which is comparable to the long-term average asset mix for this portfolio. Divergence from this allocation could lead to significantly different returns from those shown here. The returns are intended as an example of the ups and downs of markets, rather than any guarantee of performance. Source data: Macrobond.

  • Your assets are held by State Street, one of the world's largest custodian banks, and Barclays. Nutmeg is authorised and regulated by the Financial Conduct Authority (FCA).

We offer restricted advice, which is limited to recommending a suitable model portfolio from our range. We will not assess your whole financial circumstances or consider all financial products and services that could be suitable.

© 2018 Nutmeg Saving and Investment Limited





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