fbpx
View our pitch

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

    How we invest

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

Equity

26.5%

Fixed income

66.5%

Cash

6%

Alternative

0%

Performance -0.74%

Benchmark -0.86%

Balanced

A portfolio with a balance of risk and reward

Equity

51.0%

Fixed income

42.5%

Cash

2.5%

Alternative

4.0%

Performance -0.27%

Benchmark 0.69%

Adventurous

A portfolio with more dynamism and a higher risk profile for long-term growth

Equity

72.5%

Fixed income

20.5%

Cash

4%

Alternative

3%

Performance -0.08%

Benchmark 2.24%

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 31 July 2022. 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 - 06/2022

-Clim8 portfolio

00.0%

Yearly average

-Benchmark

00.0%

Yearly average

The performance is displayed since inception and up to 31 July 2022. 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 - 06/2022

-Clim8 portfolio

00.0%

Yearly average

-Benchmark

00.0%

Yearly average

The performance is displayed since inception and up to 31 July 2022. 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 - 06/2022

-Clim8 portfolio

00.0%

Yearly average

-Benchmark

00.0%

Yearly average

The performance is displayed since inception and up to 31 July 2022. 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

Platform 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

Ready to invest for impact and growth?

Open a GIA

With investing, your capital is at risk