Capital at Risk Notice
The value of investments and the income from them can go down as well as up. You may not get back the full amount you invested. Tax rules can change and their benefits depend on individual circumstances.
B Bank Ready-Made Investment Funds
Professionally managed portfolios diversified across world markets to match your appetite for risk.
Low-Medium Risk
Defensive Portfolio
Target Asset Mix70% Bonds & Cash, 30% Global Equities
Capital preservation and inflation protection with lower market volatility.
Medium Risk
Balanced Portfolio
Target Asset Mix50% Equities, 40% Bonds, 10% Alternatives
Steady long-term capital growth with balanced cyclical exposure.
Higher Risk
Growth Portfolio
Target Asset Mix85% Global Equities, 15% Emerging Markets
Maximum long-term capital appreciation for investment horizons of 7+ years.
Transparent UK Account & Custody Fees
0.20% p.a.
Customer custody fee on funds up to £500,000 (minimum £4/month).
£0.00
Zero dealing commission on regular monthly fund investments in GBP.
£3.00
Competitive flat online dealing fee on UK shares and investment trusts.