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Grow Your Wealth

At MoneyShe, all our client money is managed through discretionary portfolios (entirely constituted with carefully selected Exchange Traded Funds) by our highly respected Investment Team, SCM Direct. Our portfolios only invest in Exchange Traded Funds (ETFs) and are actively managed to grow your wealth.

All investments are held in the client’s own name with SCM Direct making investment/asset allocation decisions on your behalf. Via MoneyShe, you have access to these services at a low cost, efficient, transparent investment portal. This allows you to see your investments 24/7 and easily add to your investments or access your funds.

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Performance that reflects your financial goals

It is crucial to know the reputation and credentials of the main person, our Chief Investment Officer, making the major decisions when it comes to your wealth. All MoneyShe client investments are looked after by Alan Miller, who’s 35+ years in fund management puts him amongst a handful of the highly respected, consistently performing UK fund managers.

Each SCM Direct/MoneyShe Portfolio has its own comparative benchmark – either to beat the rate of inflation or the rate of interest or a combination thereof.

We manage these portfolios against these benchmarks as we believe most investors are looking for their investments to either outperform cash or to produce real returns – after inflation and fees – so they can grow their wealth.

Select the right portfolio for you

Rating: Adventurous

Ethical (ESG)
Portfolio

Rating: Cautious​

Rating: Adventurous

Ethical (ESG)
Portfolio

Rating: Cautious​

Bond Reserve
Portfolio

Rating: Balanced

Absolute Return
Portfolio

Rating: Adventurous

Long-Term Return
Portfolio

Rating: Balanced

50/50 Bond Reserve/Absolute Return Portfolio

Rating: Balanced

50/50 Bond Reserve/Long-Term Return Portfolio

Rating: Balanced

50/50 Absolute Return/Long-Term Return Portfolio

Rating: Adventurous

Equity
Portfolio