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 portfolios at anytime. 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.
Any cleared payments or requested changes to a risk level, investment style or transfers between pots on the same day as the investment cycle are not likely to be carried out on that day and will be carried out at the following cycle.
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