5 best robo performers in the mid-risk category
27 Jan, 2022
Here are the robos which delivered the best returns for medium-risk portfolios in 2020 and 2021:
Moneybox - Balanced - 65% shares
Two-year returns: 23.49%
Return on £10,000 after two years (01-01-2020 - 31-12-2021, after charges): £12,349
What we say about this robo:
Mobile-first
Super engaging
Investment choices are limited
Read our full review here.
What you say about this robo:
It's very user friendly
Managing your investments is a breeze
Performance is easy to understand
Read all customer reviews here
HSBC My Investment - 51.57% shares
Two-year returns: 20.24%
Return on £10,000 after two years (01-01-2020 - 31-12-2021, after charges): £12,024
What we say about this robo:
Great for less-confident investors who prefer to invest in a big player
Simple starting process for new investors, although it takes at least half an hour to get through the questionnaire
Gives you a decent idea of what a good or bad outcome looks like
Read our full review here.
What you say about this robo:
Platform is easy to use
Good performance
Some say input is limited.
Read all customer reviews here.
Vanguard - LifeStrategy- 60% shares
Two-year returns: 18.21%
Return on £10,000 after two years (01-01-2020 - 31-12-2021, after charges): £11,821
What we say about this robo:
Good for no-nonsense, straightforward investing
Low cost, but no frills either
A huge global player, so you may feel in safe hands
Read our full review here.
What you say about this robo:
The website and investment options are simple to understand
Value for money
Ease of setting up new ISAs, but some say fund choice is limited
Read all customer reviews here
Nutmeg - 50% shares
Two-year returns: 13.91%
Return on £10,000 after two years (01-01-2020 - 31-12-2021, after charges): £11,391
What we say about this robo:
A leader when it comes to robo portfolios
Good choice of Socially Responsible investment options
Website is easy to navigate
What you say about this robo:
Straightforward and easy to use
Simple to top-up your account
Vanguard - LifeStrategy - 40% shares
Two-year returns: 13.55%
Return on £1,000 after two years (01-01-2020 - 31-12-2021, after charges): £11,355
What we say about this robo:
Good for no-nonsense, straightforward investing
Low cost, but no frills either
A huge global player, so you may feel in safe hands
Read our full review here.
What you say about this robo:
The simplicity of the website and investment options
Value for money
Ease of setting up new ISAs, but some say fund choice is limited
Read all customer reviews here
