Wmgcares: Managed Direct

Select Accounts

Please let us know which type of accounts you may be interested in us managing for you:

Pension

Junior Pension

ISA (Stock & Shares)

Junior ISA

The total % split for your Pension account must add up to 100%

Compare the historic performance of our portfolios

IM Lifestyle		Proportion(%)
	IM Lifestyle Growth for Income
	IM Lifestyle Growth For Withdrawal
Defined Investment Strategies		Proportion(%)
	IM Optimum Global Growth
	IM Optimum Global Growth and Income
	IM Optimum Income
	IM Optimum Cautious
	IM Optimum Defensive
	IM Optimum Sustainable
Target Dated Investment Strategies		Proportion(%)
	IM Optimum Growth for Income Strategy
	IM Optimum Growth for Withdrawal Strategy
PH Portfolios		Proportion(%)
	PH Equity
Passive Investment Strategies		Proportion(%)
	IM Index 100
	IM Index 80
	IM Index 60
	IM Index 40
	IM Index 20
Cash		Proportion(%)
	Cash

		Total (%)

The total % split for your Junior Pension account must add up to 100%

Compare the historic performance of our portfolios

IM Lifestyle		Proportion(%)
	IM Lifestyle Growth for Income
	IM Lifestyle Growth For Withdrawal
Defined Investment Strategies		Proportion(%)
	IM Optimum Global Growth
	IM Optimum Global Growth and Income
	IM Optimum Income
	IM Optimum Cautious
	IM Optimum Defensive
	IM Optimum Sustainable
	IM Money Markets
Target Dated Investment Strategies		Proportion(%)
	IM Optimum Growth for Income Strategy
	IM Optimum Growth for Withdrawal Strategy
PH Portfolios		Proportion(%)
	PH Equity
	PH Technology
Passive Investment Strategies		Proportion(%)
	IM Index 100
	IM Index 80
	IM Index 60
	IM Index 40
	IM Index 20
Cash		Proportion(%)
	Cash
Commercial Property		Proportion(%)
	Commercial Property
Platform Account		Proportion(%)
	Transact Investment Portfolio

		Total (%)

The total % split for your ISA (Stock & Shares) account must add up to 100%

Compare the historic performance of our portfolios

IM Lifestyle		Proportion(%)
	IM Lifestyle Growth for Income
	IM Lifestyle Growth For Withdrawal
Defined Investment Strategies		Proportion(%)
	IM Optimum Global Growth
	IM Optimum Global Growth and Income
	IM Optimum Income
	IM Optimum Cautious
	IM Optimum Defensive
	IM Optimum Sustainable
	IM Money Markets
Target Dated Investment Strategies		Proportion(%)
	IM Optimum Growth for Income Strategy
	IM Optimum Growth for Withdrawal Strategy
PH Portfolios		Proportion(%)
	PH Equity
Passive Investment Strategies		Proportion(%)
	IM Index 100
	IM Index 80
	IM Index 60
	IM Index 40
	IM Index 20
Cash		Proportion(%)
	Cash

		Total (%)

The total % split for your Junior ISA account must add up to 100%

Compare the historic performance of our portfolios

IM Lifestyle		Proportion(%)
	IM Lifestyle Growth for Income
	IM Lifestyle Growth For Withdrawal
Defined Investment Strategies		Proportion(%)
	IM Optimum Global Growth
	IM Optimum Global Growth and Income
	IM Optimum Income
	IM Optimum Cautious
	IM Optimum Defensive
	IM Optimum Sustainable
	IM Money Markets
Target Dated Investment Strategies		Proportion(%)
	IM Optimum Growth for Income Strategy
	IM Optimum Growth for Withdrawal Strategy
PH Portfolios		Proportion(%)
	PH Equity
	PH Technology
Passive Investment Strategies		Proportion(%)
	IM Index 100
	IM Index 80
	IM Index 60
	IM Index 40
	IM Index 20
Cash		Proportion(%)
	Cash
Platform Account		Proportion(%)
	Transact Investment Portfolio

		Total (%)

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