With Wealth Interactive, you have the convenience of viewing all your assets online in one place.
A world of choice at your fingertips
A Portfolio Bond allows you and your financial adviser to build a portfolio of assets to match your medium- to long-term objectives and your current attitude to risk. You will then have the freedom to change assets when appropriate for you, although some assets may have some restrictions such as dealing cycles.
You will be able to choose from an extensive selection of assets, including:
- any external collective investment funds, unit trusts and UK authorised investment trusts
- most investment trusts and exchange-traded funds
- bank deposits
- structured deposits and funds.
These are, however, all subject to our acceptance.
You can invest in as many different assets as you wish, provided you keep a minimum of £400/ €600 (or other currency equivalent) in each holding. Some asset providers may impose higher minimums for specific assets.
Supporting your financial adviser
Wealth Interactive gives your financial adviser access to a range of investment tools that will help to identify your attitude to risk, and then to build a portfolio that suits your investment profile. Your financial adviser will also have access to comprehensive asset research facilities, plus tools that analyse your portfolio of investment holdings, giving you a detailed report on your assets.
You’ll also benefit from Old Mutual International’s global buying power, which means we can often negotiate significant savings on initial asset charges for you, so more of your money is invested right from the start.
Past performance is no guarantee of future returns. The value of the investments and the income from them can go down as well as up and the investor may not get back the amount invested. Where a transaction involves more than one currency the investor may be exposed to the risk of currency fluctuations.