Investing with Moneybox
There are two ways to invest in our range of passive funds:

Starting options
Get started with our three simple starting options – cautious, balanced and adventurous.

Our starting options are made up of a range of diversified tracker funds, with different allocations for each option. All starting options include a global shares fund – you can choose for this fund to be ESG.

Best for:

• Beginner investors
• Keeping it simple

Custom allocations
Choose to build your own portfolio by customising your investing allocations and access even more tracker funds.

By selecting to customise your allocations, you’re in control of your portfolio and can invest in line with your values and objectives. Plus, you’ll be able to access our full fund range and US stocks if you’re investing with a Moneybox Stocks and Shares ISA.

Best for:

• Intermediate or experienced investors
• More control over investment funds