Portfolios

Investment Portfolios

Professionally managed, diversified portfolios built with carefully selected Exchange Traded Funds. Choose from 8 risk-graded options in GBP, EUR, or USD.

DISCRETIONARY MANAGEMENT

Professionally Managed
ETF Portfolios

All client money is managed via our Discretionary Portfolio services. All investments are held in clients’ names and SCM Direct is given the discretion to manage and make the day-to-day investment decisions.

Our portfolios are entirely constituted with carefully selected Exchange Traded Funds (ETFs), providing significant diversification and exceptional liquidity at very low cost.

Each portfolio is matched to a specific risk profile ready – from Cautious, Balanced through to Adventurous – ensuring your investments align with your attitude to risk.

Find Your Risk Profile

Complete our free questionnaire to discover your attitude to risk and see which portfolios match your investor profile.

GBP PORTFOLIOS

8 Risk-Graded Portfolio Options

Select a portfolio that matches your risk tolerance and investment goals.

Adventurous

Ethical (ESG) Portfolio

Invests in companies meeting environmental, social, and governance criteria.

Balanced

50/50 Bond Reserve/Absolute Return Portfolio

A blend of capital preservation and moderate growth potential.

Cautious

Bond Reserve Portfolio

A conservative portfolio focused on capital preservation with lower volatility.

Balanced

50/50 Bond Reserve/Long-Term Return Portfolio

Combines stability with long-term growth objectives.

Balanced

Absolute Return Portfolio

Aims to deliver positive returns regardless of market conditions.

Balanced

50/50 Absolute Return/Long-Term Return Portfolio

Balances absolute return strategies with growth assets.

Balanced

Long-Term Return Portfolio

Actively managed with a long-term bias to real assets. Objective: to outperform inflation.

Adventurous

Equity Portfolio

Higher growth potential through equity exposure, suitable for longer time horizons.

How It Works

Getting Started Is Simple

Four easy steps to start investing with SCM Direct.

Complete Risk Assessment

Take our free questionnaire to discover your risk profile.

Choose Your Account

Select from ISA, SIPP, JISA, or GIA based on your needs.

Select Your Portfolio

Pick a portfolio that matches your risk profile and goals.

Start Investing

Fund your account. Track progress 24/7 online.

Not sure which Portfolio is right for you?

Complete our free risk Assessment to discover your investor profile and see which products match your goals.

Investment Portfolios

Professionally Managed ETF Portfolios

8 Risk-Graded Portfolio Options

Getting Started Is Simple

Professionally Managed
ETF Portfolios