Generation Portfolios
Which portfolio is right for me?
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Cautious
A low-risk strategy with the aim of achieving some capital growth over the short to medium term of 5-8 years.
To view our performance, why not find out more…
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Moderate
A moderate risk strategy with the aim to deliver capital growth over a medium time horizon of 8-10 years.
To view our performance, why not find out more…
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Progressive
A moderate to high risk strategy with the aim of maximising total return over the longer term of 10+ years.
To view our performance, why not find out more…
Our portfolios are:
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Low cost
The Generation range offers lower annual fees through its passive orientation and accommodates the more cost-conscious clients.
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Automatically rebalanced with dividends reinvested.
We use investment platforms to trade and provide custody of your assets. Your portfolio is automatically rebalanced with your dividends reinvested, earning you more.
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Integrated with Environmental, Social & Governance principles
All assets have gone through a rigorous selection process reviewing environmental, social and governance (ESG) factors at the early stages of fund selection.
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Benchmark agnostic
We are unconstrained in our approach. We do not hug arbitrary benchmarks or allocate assets in pre-determined proportions based on outdated, rigid practises. Our portfolios are developed through a rules-based, global multi-asset approach.
How do I start investing?
Investing with Spring is easy through our fully digital, online application. We ask you a few questions to find out what type of investor you are and match you with a strategy that specifically meets your goals. No cumbersome paper forms and no need to post us anything. Interested in investing with us? Sign up here