Why am I limited to these funds?

The mix of funds in each starting option is decided using Modern Portfolio Theory where, based on historic data, returns are optimised for set levels of risk.

The actual funds are selected on the basis of cost, how well the fund tracks its index, and the reputation of the fund provider.

Fund selection is reviewed annually, and, if necessary, adjusted at the end of each calendar year.

For more information regarding the funds, please read the Key Investor Information Documents (KIID) for each fund.

Please remember that Moneybox does not offer financial advice and that it is your responsibility to ensure that the funds and your asset allocation are suitable for your own personal circumstances.

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It's important you know

All investing should be regarded as longer term. The value of your investments can go up and down, and you may get back less than you invest.

Risk Warning
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