Call the office on 020 8870 7072 or email info@seymoursinclair.co.uk

Readymade Portfolios

Index Tracking Portfolio

Index Tracking funds have become increasingly popular and with instant diversification in one simple investment it's easy to see why. With no manager or analysts to pay it is also an extremely low-cost option.

Value for money

You only pay the standard annual fees. There’s no additional charge for our investment team to build your portfolio.

Quick & Easy to build

Once you have decided on a portfolio, it’s simple to set up either online or over the phone in just a few minutes.

Flexible

You can hold your Portfolio as Investment Funds or within an ISA. You can change, or add to your funds at anytime.

Ready to help

We’ll keep you updated via our newsletter of ways to enhance your portfolio, and you can contact us at any time for support.

The Funds

To set up your Low-cost Index Tracking Portfolio with Fees as low as 0.10% p.a. please call our office on 0208 870 7072 and we'll do the work for you. It'll take just a few moments of your time and then you'll be ready to go.

Investment Company Fund Charges % 1 year % 3 years % 5 years %
Index US 0.06 17.70 144.90 104.60
Index World 0.12 13.50 34.30 82.30
Global 100 Index Trust 0.14 20.90 48.60 113.70
FTSE Developed World ex UK Equity Index 0.14 15.60 33.20 82.70
US Equity Index 0.10 18.70 36.80 95.80
Averages 0.11% 17.28% 59.56% 95.82%

Powered by data from Fidelity Adviser Solutions 11 February 2024

Key Investor Information Documents (KIID)

Before investing, it is important to know your funds. You should check the specific risk factors on the key feature documents and be aware of the objectives of each fund you choose to invest in. Please remember however, that any income yields quoted are not guaranteed and not a reliable indicator of future returns.

Fidelity Index US – (KIID) Document

Download

Fidelity Index World – (KIID) Document

Download

L&G Global 100 Index Trust – (KIID) Document

Download

Vanguard FTSE Developed World ex UK Equity Index (KIID)

Download

Vanguard US Equity Index – (KIID) Document

Download

Choose a way to invest that suits you

Investing made easy with our platform partners.

You've already made your investment fund choice and now you're ready to invest.

Follow the link to make your investment online. You'll need to have your National Insurance Number and debit card ready.

: 020 8870 7072

Call our friendly UK office and we'll place the investment for you.
We can take payment by debit card or cheque.
You'll also need your National Insurance Number.

Download an application form and send it with a cheque made payable to your chosen platform:

Freepost RTUS-RXEY-BJSJ
Seymour Sinclair Investments Ltd
2 Blade Mews, London SW15 2NF

Get the most out of your investments with our online investment service. Choose between our two popular Platforms and follow the link below to invest. If you have any questions, our friendly office team is on hand to help you.

Please be aware by clicking on the links below you are confirming that you have read and agree to the Seymour Sinclair Terms & Conditions.

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Your Capital is at Risk

Seymour Sinclair Investments Limited is authorised and regulated by the Financial Conduct Authority and offers an execution-only service. Past performance is not a reliable guide to future returns. Market and exchange-rate movements may cause the value of investments to go down as well as up. Yields will fluctuate and so income from investments is variable and not guaranteed. You may not get back the amount originally invested. Tax treatment depends of your individual circumstances and may be subject to change in the future. If you are unsure about the suitability of any investment you should seek professional advice. Whilst Seymour Sinclair provide product information, guidance and fund research we cannot recommend which of these products or funds, if any, are suitable for your particular circumstances and must leave that judgement to you. Before investing you must read the Seymour Sinclair and Platforms Terms and Conditions and it is important that you read the specific risk factors on the Key Investor Information Documents for the funds which you are considering investing in.

For non-platform business, where we can still give discounts, those discounts are subject to receipt of commission and may be subject to change if commission levels are altered. The information on this site is intended solely for the use of those people who are United Kingdom residents for tax and investment purposes.

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