Step 2: Choose the right portfolio for you

Select the investment strategy and work out how much you could earn.

Sovereign Portfolio

Targeted Return: 2%

This strategy is suitable for investors who can accept a low to moderate level of risk and are looking for easy access to their cash, targeting an annualised return in excess of 2%
above cash*

*Cash is measured by the Bank of England’s interest rate benchmark, SONIA.

  • Signia Invest enables you to tailor your choice of portfolio to match your investment goals and individual needs.
  • Flex amounts between the strategies, helping you cater for your short and long term needs at the same time.
Signia Sovereign Risk Rating
Calculate Returns

Our investment calculator will allow you to see what different lump sums, instalments and portfolio combinations could mean for your investment returns.

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Conservative Portfolio

Targeted Return: 3-5%

The strategy is suitable for investors who can accept a low to moderate level of risk and who are seeking a combination of mainly income and some capital growth over a time horizon of at least 3 years

  • Signia Invest enables you to tailor your choice of portfolio to match your investment goals and individual needs.
  • Flex amounts between the strategies, helping you cater for your short and long term needs at the same time.
Signia Conservative and balanced risk rating
Calculate Returns

Our investment calculator will allow you to see what different lump sums, instalments and portfolio combinations could mean for your investment returns.

INVEST

Balanced Portfolio

Targeted Return: 5-7%

The strategy is suitable for investors who can accept a moderate level of risk and who are seeking to focus on generating income whilst also aiming to grow the capital value over a time horizon of more than 5 years

  • Signia Invest enables you to tailor your choice of portfolio to match your investment goals and individual needs.
  • Flex amounts between the strategies, helping you cater for your short and long term needs at the same time.
Signia Conservative and balanced risk rating
Calculate Returns

Our investment calculator will allow you to see what different lump sums, instalments and portfolio combinations could mean for your investment returns.

INVEST

Learn more about the Signia Invest Services

  • Ready made portfolios to match your appetite to risk
  • Managed by our awarding winning team