Five funds to choose from
You choose one of five funds with Kegs Invest, each with a different level of risk and potential return. So whether you want to be cautious or bold, you should find one that suits your needs.
Please remember that, whatever approach you adopt, the value of investments can fall as well as rise and you might not get back what you put in.
high risk
Personal Portfolio 5 Fund
- This is the highest risk fund in the range with the greatest emphasis on higher risk assets, such as equities. The high risk fund invests at least 90% of its value in equities. As the risk profile increases to a high level, so does the feasibility of a large return or a larger capital loss.
- The long term asset mix is made up of 98% Equity and 2% Cash.
why invest online with us?
You take control
You can check how your investments are doing any time, 24/7, change to another fund or invest more. And if you transfer your existing ISAs and personal pensions to Kegs Invest, you can manage more of your money in one place.
You make the most of your ISA and pension allowances
Use Kegs Invest to take advantage of your annual ISA allowance. You could also get the benefit of pension tax relief by using the Kegs Invest Pension.
Your investments are well diversified
Our highly experienced investment managers invest in a globally diversified portfolio of shares, bonds and other assets across the world. This could help cushion your money from any falls in markets – when one thing goes down, another will typically go up.
The value of investments can go down as well as up, so you could get back less than you invest.
Tax reliefs referred to are those applying under current legislation which may change. The availability and value of any tax reliefs will depend on your individual circumstances.
investing for a better world
We are committed to investing in a sustainable way that helps protect our planet’s future. Up to 80% of the funds behind Kegs Invest aim to have a low carbon footprint and strong focus on the environment, equal rights, fair pay, and other important issues.
Also, funds that we set up in partnership with Blackrock, which form an important part of Kegs Invest, do not invest in any companies over-exposed to:
- Thermal coal extraction and energy generation
- Tar sands
- Arctic oil and gas exploration
- Controversial weapons
So investing through Kegss Invest could be good for your conscience as well as your cash.
investing for a better world
We are committed to investing in a sustainable way that helps protect our planet’s future. Up to 80% of the funds behind Kegs Invest aim to have a low carbon footprint and strong focus on the environment, equal rights, fair pay, and other important issues.
Also, funds that we set up in partnership with Blackrock, which form an important part of Kegs Invest, do not invest in any companies over-exposed to:
- Thermal coal extraction and energy generation
- Tar sands
- Arctic oil & gas exploration
- Controversial weapons
So investing through Kegs Invest could be good for your conscience as well as your cash.
what it costs
| Kegs Invest fees, costs & charges | |
| an ongoing charge | no more than 0.50% of the value of your investments a year |
| a tiered platform fee every three months | no more than 0.15% of the value of your investments a year |
| Transaction Costs | no more than 0.07% of the value of your investments a year |
