Cautious
Aims for modest growth with more investment in lower-risk assets
Choose your investment style
We offer three investment styles which give you the freedom to invest your money in a way that’s rewarding and comfortable for you.
Your current fund option
Your current fund option
Balanced
Aims for more growth with more investment in higher-risk assets
Your current fund option
Adventurous
Aims to maximise growth with a focus on higher-risk assets
Cautious
Your money will be invested in the ‘OneFamily Global Select 35% Shares’ fund which aims to achieve modest growth, with moderate fluctuations in value.
The figures above are calculated from June to June for each calendar year and are net of the underlying fund fees. Performance is based on price movement calculated using published prices on our website, which will include all charges payable on the underlying investments.
Note: The past performance data in the graph above is simulated and does not reflect actual investment performance. It uses the historic fund prices and charges of the underlying fund which is denominated in USD (at 30th June 2025); This carries the risk of exchange-rate movements. Please note that all transactions you make will be handled in GBP and the charges on this fund are 1.1%.
Past performance is not a guide to future performance and should not be used on its own to make an investment decision.
Important documents
Investments can go down as well as up in value, so you may get back less than you put in.
Balanced
Your money will be invested in the ‘OneFamily Global Select 65% Shares’ fund which aims to achieve higher growth, but with more fluctuations in value.
The figures above are calculated from June to June for each calendar year and are net of the underlying fund fees. Performance is based on price movement calculated using published prices on our website, which will include all charges payable on the underlying investments.
Note: The past performance data in the graph above is simulated and does not reflect actual investment performance. It uses the historic fund prices and charges of the underlying fund which is denominated in USD (at 30th June 2025); This carries the risk of exchange-rate movements. Please note that all transactions you make will be handled in GBP and the charges on this fund are 1.1%.
Past performance is not a guide to future performance and should not be used on its own to make an investment decision.
Important documents
Investments can go down as well as up in value, so you may get back less than you put in.
Adventurous
Your money will be invested in the ‘OneFamily Global Select 100% Shares’ fund which aims to maximise growth but has the potential to see the largest fluctuations in value.
The figures above are calculated from June to June for each calendar year and are net of the underlying fund fees. Performance is based on price movement calculated using published prices on our website, which will include all charges payable on the underlying investments.
Note: The past performance data in the graph above is simulated and does not reflect actual investment performance. It uses the historic fund prices and charges of the underlying fund which is denominated in USD (at 30th June 2025); This carries the risk of exchange-rate movements. Please note that all transactions you make will be handled in GBP and the charges on this fund are 1.1%.
Past performance is not a guide to future performance and should not be used on its own to make an investment decision.
Important documents
Investments can go down as well as up in value, so you may get back less than you put in.