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Scalable Capital Review

as of 10/09/2018 at 3:00 pm

Holly's View

This robo is serious and smart. You need at least £10,000 to play but you’ll get an earnest, methodical investment journey from a start-up which has secured backing from giant BlackRock, one of the world’s largest fund managers. Good for them. Pitched for those with an interest and a desire to learn, the language and illustrations are for a particular mathematically inclined brain type.

Our Rating

Recommended For

Confident Investor

In a nutshell

Ready-made portfolios

Earnest / academic feel

£10,000 minimum investment

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Your overall rating

Based on 5 reviews

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What to Expect

Investment Choice

Products

Stocks and Shares ISA

Investment Account

Pension

Investments available

Chosen for you

Investment help

Robo advice / ready-made portfolios

The 'Geeky' Details

Provider details

Scalable Capital is a new-ish robo-adviser which creates investment portfolios using clever systems and algorithms to manage and minimise risk in portfolios. Human intervention is minimal.

There are set portfolios, so you can’t pick your own individual funds or shares. There's also a minimum investment of £10,000. Portfolios are named for the amount of investment risk that they are taking – a 10% portfolio shouldn't drop in value by more than 10% in 19 out of 20 years. As you might have gathered, this is an option which will probably appeal to engineers, traders and City folk at first.

They recently secured some funding from BlackRock, the world's largest asset manager, so that's a decent vote of confidence!

Costs are around 0.94% per year, including investments.

Important Facts & Figures

Provider Size:

New robo-adviser, also serving customers in Germany, Austria and Switzerland.

Minimum amounts:
£10000 minimum initial amount
12 month indicative performance:

A medium risk portfolio returned 4.0% in 2017, after charges.

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