Automatic rebalancing
As markets move, WealthWise can adjust your allocation back toward its target.
Before
Stocks72%
Bonds22%
Alternatives5%
Rebalanced
Stocks72%
Bonds22%
Alternatives5%
Different portfolios for different ways of investing.
Whether you’re building toward something specific, choose from diversified portfolios designed around different levels of risk
Find the level that feels right for you.
Each portfolio is built with a different balance of growth and stability. The right fit depends on your timeline and how comfortable you are with market movement.
Lower risk
CautiousBuilt for investors who prefer more stability and smaller market swings. Best suited for shorter timelines and lower risk tolerance.
0%Stocks
0%Bonds
0%Alternatives
Risk Level
+0.0%
1M3M6M1Y3Y5Y
Moderate risk
BalancedA mix of growth and stability for investors looking to build steadily over time. Best suited for medium to long-term investing.
0%Stocks
0%Bonds
0%Alternatives
Risk Level
0.0%
1M3M6M1Y3Y5Y
Higher risk
GrowthMore exposure to equities for investors comfortable with greater short-term movement.
0%Stocks
0%Bonds
0%Alternatives
Risk Level
+0.0%
1M3M6M1Y3Y5Y
Highest risk
AdventurousOur most growth-focused portfolio, with greater exposure to global equities. Best suited for long time horizons and higher risk tolerance.
0%Stocks
0%Alternatives
Risk Level
+0.0%
1M3M6M1Y3Y5Y
See the difference at a glance.
What’s actually inside your portfolio?
A diversified mix of investments, each playing a different role.
Portfolio Value
£0
+£1,912this year
1W1M1YAll
Add Funds
JANFEBMARAPRMAYJUNJULAUGSEPOCTNOVDEC
£24,580
12 July, 2026
Total Invested
£0
Total Return
£0
Est. Annual Income
£0
Your whole portfolio, one number.
Total value and how it has moved, refreshed as the markets do. No spreadsheets, no manual tallying.
Allocation
Stocks
Bonds
Alternatives
A diversified spread, each slice with a job.
Stocks for growth, bonds for stability, real assets for balance. We set the split to match your goal and timeline.
Holdings
FundWeightValueToday
Global Stock Index
VWRL
Emerging Markets
VFEM
Government Bonds
IGLT
Corporate Bonds
SLXX
Real Assets · REITs
IWDP
Every fund, in plain sight.
See exactly which funds you hold and how much sits in each. No mystery products, no bets you didn’t agree to.
Goals
Manage
Home deposit
0%
£34,200 / £50,000
Due Aug 2027
Retirement
0%
£156,300 / £400,000
Due Aug 2027
Home deposit
0%
£34,200 / £50,000
Due Aug 2027
Always know how close you are.
Each goal tracks toward its target with a projected finish date, so where you stand is never a guess.
Your portfolio isn’t set and forgotten.
Recurring investing
New contributions are invested automatically according to your portfolio mix.
Auto Invest
Invest automatically periodically
Amount£250 / Month
How often?Monthly
Next Investment15 Oct 2026Portfolio reviews
The portfolio structure and underlying funds are reviewed over time.
Tracking Progress
We review your portfolio and keep you informed with clear insights
JANFEBMARAPRMAYJUN
Your questions,
Answered
Still Curious? Talk to us
We ask about your goal, timeline, investing experience, and comfort with risk. Your answers help us recommend a diversified portfolio that fits your situation.