Investments

A stock is a slice of ownership in a company, and when you buy a stock, its value will…

Investing is when you buy assets like stocks and funds with the hope that they increase in value over…

Moneybox investment accounts are not discretionary managed, but rather are self-directed investment accounts. This means that you have complete…

Any dividends or investment gains from the tracker funds and ETFs that Moneybox offers investment into are automatically re-invested…

For most of our investment options, gains are generated by increases in share prices rather than interest.  If you’re…

Once your money is invested you can use the Accounts tab to view the performance of your units. In…

Your Available Cash shows how much money is held in your investment account as cash – it isn’t invested…

Some of the stocks we offer do pay dividends. This is determined by the companies themselves rather than us…

You can buy stocks in Accounts > Stocks & Shares ISA > Explore more investments > Stocks. Once you’ve…

A W-8BEN is a document required by the US tax revenue service (the IRS), which needs to be completed…

For S&S ISA customers, we currently offer investment into the following US stocks: Adobe – Adobe produces computer software…

We offer stocks, tracker funds and exchange traded funds (ETFs) at Moneybox, so what’s the difference? Stocks let you…

We aren’t able to offer financial advice, so you’ll need to make sure that your investment allocations are right…

As opposed to a normal index fund which simply tracks stocks based on their market capitalization, most ESG tracker…

The tracker funds we offer investment into are: Global Shares: Fidelity – Track the global stock market with shares…

We offer a broad range of ETFs at Moneybox! ETFs are available for our Stocks & Shares ISA, General…

ETFs are very similar to tracker funds in that they are both a great way to get broad exposure…

Like any other fund, an ETF (Exchange Traded Fund) is a basket of stocks or bonds that can be…

For investment accounts (Stocks & Shares ISA, General Investment Account, and Stocks & Shares Lifetime ISA), we charge the…

We’ve got a few ESG (Environmental, Social & Governance) funds to choose from, including Overseas Corporate Bonds ESG: iShares…

We offer four tracker (mutual) funds which are considered ESG (Environmental, Social, and Governance): Royal London Emerging Markets ESG…

The mix of funds in each Starting Option is decided using Modern Portfolio Theory where, based on historical data,…

Moneybox has worked with experts to offer you three Starting Options – Cautious, Balanced and Adventurous. All you need…

A KIID (Key Investor Information Document) is an information sheet provided by the fund manager that includes all the…