Direct range investors
Individual shares and bonds
Our Direct range appeals to investors keen to invest in a focused portfolio of individual shares and bonds, rather than funds.
It’s good to remember the value of investments can go down as well as up and you could get back less than you invested.
Direct range experts
- Experienced investment team: Each Ready-made Portfolio is built and managed by the experienced investment team at Evelyn Partners, our parent company. They look after more than £60 billion of people’s money (as of 30 September 2024)
- Affordable price: Our high quality, low-cost Direct portfolios offer diversification, the flexibility to respond to market conditions and expert investment management for an affordable price
Why are they called the “Direct” range?
On the investment search and in your account you’ll see this range of funds referred to by their official name of “Evelyn Multi-Asset” funds. We call them the Direct range to distinguish them from the other ranges because they mostly invest directly in individual shares and bonds.
4 types of risk-rated Direct Ready-made Portfolios
It’s a good idea to understand how much investment risk you are comfortable with. If you would like some help, it’s easy to arrange a free investment coaching session with a qualified financial planner at Bestinvest, with no ongoing commitment.
Direct Balanced |
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Investment strategy and risk level: Balanced portfolios offer moderate risk and growth. This fund can invest up to 70% in stocks. |
Direct Growth |
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Investment strategy and risk level: Growth portfolios focus on stocks with the potential for higher returns, designed for those comfy with higher risk. This fund can invest up to 80% in stocks. |
Direct Adventurous |
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Investment strategy and risk level: Adventurous portfolios aim for big growth by mainly investing in stocks, designed for high-risk investors. This fund can invest up to 90% in stocks. |
Direct Maximum Growth |
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Investment strategy and risk level: Maximum Growth portfolios target the highest returns, investing almost entirely in stocks, for those ready for high risk. This fund can invest up to 100% in stocks. |
Accounts for Direct Ready-made Portfolios
Taxable accounts
You can buy a Direct Ready-made Portfolio in a General Investment Account – it’s good to note that capital gains tax charges will apply, which depend on individual circumstances and are subject to change.
Tax-efficient accounts
Such as Individual Savings Account (ISA), Self-invested Personal Pension (SIPP) and a Small self-administered scheme (SSAS) investment account
Fees for Direct Ready-made Portfolios
Because Direct Ready-made Portfolios invest directly in shares and bonds there are no additional third-party fund charges. And as there are no underlying fund charges, the Ongoing Charges Figure (OCF) is a competitive 0.78% per year (August 2024).
Bestinvest clients also benefit from a discounted tiered service fee rate on their Ready-made Portfolio holdings, starting at 0.2% per year and reducing for large holdings.
Other charges may apply
Bestinvest can help you get going
If you would like to transfer your existing investments into a Direct Ready-made Portfolio you can give our friendly team a call on 020 7189 2400 and we can help.
Ready to get going? It’s easy to compare our Direct Ready-made Portfolios with our investment search tool.
