General
Investment Account
Investing on your terms, with no limits
and multiple risk profiles.
Capital at risk. Tax treatment depends on individual circumstances and is subject to change.
Start investing
from £25
Be confident with actively
managed portfolios
Personalise with multiple
risk profiles
Your personal financial plan, with impact
With a Clim8 General Investment Account (GIA), you can forget about limits. Choose different risk profiles and spread your investments how you like – all with impact and growth in mind.
Why invest in a Clim8 GIA?
- Built by our in-house investment team
- Tailored to your risk profile
- Actively managed
- Only sustainable themes
- Transparent about what’s in your portfolio
Tailored to your risk profile
Choose the risk profile most suited to you by selecting from one of three curated options.
Cautious
A lower risk portfolio weighted towards more stable investments
22.5%
69.5%
7.0%
1.0%
Performance -0.85%
Benchmark -2.62%
Balanced
A portfolio with a balance of risk and reward
47.0%
46.5%
4.0%
2.5%
Performance 1.34%
Benchmark -1.47%
Adventurous
A portfolio with more dynamism and a higher risk profile for long-term growth
70.0%
24.0%
2.0%
4.0%
Performance 3.11%
Benchmark -0.31%
With investing, your capital is at risk. This is an indicative portfolio breakdown. Your breakdown may vary slightly based on your investment amount and adjustments to maximise performance. Performance based on last 12 months up to 30 January 2023. Returns are illustrative only. Past performance is not a reliable indicator of future performance. The portfolios were established on 21 August 2020. Respective benchmarks based on comparative portfolio composition data using MSCI World and the Barclays Global Aggregated Bond Indices.
Clim8 performance
Track the past investment performance of our 3 ready-made portfolios and feel confident that you are investing both for impact and growth.
Performance period
20/08/2020 – 12/2022
–Clim8 portfolio
00.0%
Yearly average
–Benchmark
00.0%
Yearly average
The performance is displayed since inception and up to 30 January 2023. Past performance is not a reliable indicator of future performance. Performance is stated net of fees, prior to the deduction of tax.
Performance period
20/08/2020 – 12/2022
–Clim8 portfolio
00.0%
Yearly average
–Benchmark
00.0%
Yearly average
The performance is displayed since inception and up to 30 January 2023. Past performance is not a reliable indicator of future performance. Performance is stated net of fees, prior to the deduction of tax.
Performance period
20/08/2020 – 01/2023
–Clim8 portfolio
00.0%
Yearly average
–Benchmark
00.0%
Yearly average
The performance is displayed since inception and up to 30 January 2023. Past performance is not a reliable indicator of future performance. Performance is stated net of fees, prior to the deduction of tax.
Affordable & transparent investing
Service fee
- 0.6%
Annual management fee, calculated and charged monthly in arrears
For example, for a £5,000 investment, the charge would be £2.50 a month
Product costs
- 0.35-0.5%
Blended costs for shares and funds in the portfolio. This can vary over time as we seek to optimise your investments
Peace of mind
- Your personal information is bank level encrypted
- Your assets are protected by the Financial Services Compensation Scheme (FSCS) up to a limit of £85,000
