We typically invest twice a week, generally towards the start and end of each week.
On each trading day we invest recently cleared payments, process withdrawals, buy and sell investments related to changes in the risk level or investment style of a pot, and make any adjustments required to transfer money between pots.
Our investment team monitor portfolios on a continual basis, and have discretion to rebalance or make changes to fully managed or socially responsible portfolios at any time. Learn about how we manage portfolios.
Fixed allocation portfolios are tested on each trading day and automatically rebalanced accordingly where required.
Things to consider:
We typically invest twice a week but the day and/or frequency may change depending on demand and market conditions.
Only cleared payments received the day before trading will be invested in the trade cycle. Requested changes to a risk level, investment style, withdrawals or transfers between pots will be picked up until the time the trading team begin their calculation which can be at any time during the London Stock Exchange (LSE) opening hours of 8am to 4.30pm.
After we have completed the trades you will generally see your new investments reflected at the close of business that day.
Why do we trade twice-weekly?
Trading in bulk rather than every day allows us to buy and sell everyone’s investments at the same time, meaning we can match buyers and sellers internally and keep costs as low as possible.
As with all investing, your capital is at risk. The value of your portfolio with Nutmeg can go down as well as up and you may get back less than you invest.