Our Low-Cost Portfolio

Expertly designed for optimal diversification with minimal fees

Blended OCF: 5.11 bps (0.051%)

Core Portfolio Holdings

Six low-cost ETFs providing broad global diversification.

SPDR S&P 500 UCITS ETF(SPXL)

US large-cap equities tracking the S&P 500 index

OCF: 0.03%

60.15%
Allocation
Amundi Prime Emerging Markets UCITS ETF(PRAN)

Broad emerging market equity exposure

OCF: 0.05%

12.49%
Allocation
Vanguard Developed Europe ex UK UCITS ETF(VERX)

Developed European equities excluding the UK

OCF: 0.10%

10.19%
Allocation
L&G Asia Pacific ex Japan UCITS ETF(LGAG)

Asia Pacific developed market equities excluding Japan

OCF: 0.12%

6.46%
Allocation
iShares Core FTSE 100 UCITS ETF(CUKX)

UK large-cap equities tracking the FTSE 100

OCF: 0.07%

6.06%
Allocation
L&G Japan Equity (Acc) UCITS ETF(LGJG)

Japanese equity exposure

OCF: 0.10%

4.65%
Allocation
Blended Portfolio OCF
Weighted average across all holdings
5.11 bps
0.051% per year

OCF Contribution Breakdown

Each fund's share of the total blended OCF, calculated as fund OCF × portfolio allocation.

SPXLVERXLGAGPRANLGJGCUKX0.000.501.001.502.00bps
SPXL
VERX
LGAG
PRAN
LGJG
CUKX
Each bar = fund OCF × allocation weightTotal: 5.1124 bps

Optional Portfolio Tilts

Add thematic tilts to personalise your portfolio. Each tilt is funded proportionally from all core holdings, keeping the total at 100%.

China GrowthFRCH · 0.19% OCF

Long-term exposure to China's economic expansion

ETF: Franklin FTSE China UCITS ETF

AI is the FutureAIAI · 0.49% OCF

Exposure to artificial intelligence and technology leaders

ETF: L&G Artificial Intelligence UCITS ETF

India GrowthFRIN · 0.19% OCF

Capitalise on India's rapidly growing economy

ETF: Franklin FTSE India UCITS ETF

ESG InvestingFull Portfolio Swap

Replace all core funds with ESG-screened equivalents

Biotech is the FutureBTEC · 0.35% OCF

Exposure to biotechnology and life sciences innovation

ETF: iShares Nasdaq US Biotech UCITS ETF

Private EquityIPRV · 0.75% OCF

Access to listed private equity companies and funds

ETF: iShares Listed Private Equity UCITS ETF

Portfolio Allocation Calculator
Enter your investment amount to see exactly how much to invest in each ETF based on your current portfolio composition

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