General Investment Account
Investing on your terms,
with no limits and multiple risk profiles.
With investing, your capital is at risk
Your personal financial plan, with impact
With a Clim8 General Investment Account (GIA), you can forget about limits. Choose different risk profiles and spread your investments how you like – all with impact and growth in mind.
Tailored to your risk profile
Choose the risk profile most suited to you by selecting from one of three curated options.
A lower risk portfolio weighted towards more stable investments
A portfolio with a balance of risk and reward
A portfolio with more dynamism and a higher risk profile for long-term growth
This is an indicative portfolio breakdown. Your breakdown may vary slightly based on your investment amount and adjustments to maximise performance. Performance based on last 12 months up to 30 June 2021. Returns are illustrative only, based on simulated past performance. Past performance is not a reliable indicator of future performance. The portfolios were established on 21 August 2020. Respective benchmarks based on comparative portfolio composition data using MSCI World and the Barclays Global Aggregated Bond Indices. For comparative purposes, the average return of the benchmark net of fees over the last 10 years is 5.85%, 8.05% and 10.21% respectively for the Cautious, Balanced and Adventurous portfolios.
Affordable & transparent investing
annual management fee, calculated and charged monthly in arrears
For example, for a £5,000 investment, the charge would be £2.50 a month.
Blended costs for shares and funds in the portfolio. This can vary over time as we seek to optimise your investments.
Peace of mind
- Your personal information is bank level encrypted
- Your assets are protected by the Financial Services Compensation Scheme (FSCS) up to a limit of £85,000