Smart Portfolios

A low cost, professionally managed solution that puts my money to work
Portfolios that work for you, not the other way around

Internaxx Smart Portfolios are designed to put your investments on track for the long-term. Choose a risk profile and a currency (EUR, GBP and USD), fund your account with minimum 5,000 EUR/USD/GBP then top it up at your convenience. Your portfolio will be professionally managed to ensure diversification and regularly rebalanced to keep you invested in assets that match with the risk profile you have selected. And with online access to your account valuation, you will always know exactly where you stand. 

 

 

No hidden fees

All-in annual charges of 0.90% to 1.40%. No entry or exit fees

 

Professionally managed

Intelligently diversified in low-cost ETFs and index funds

 

Simple and flexible

Automatic rebalancing and investment of new funds

Open an account

 

INVESTING CAN HELP YOU GROW YOUR MONEY

See how an initial investment of €100,000 with monthly top ups of €500 has performed, net of all fees, since October 2015.

 

Performance as at 01/08/2019 - Class D2 EUR

Three investment profiles to match your objectives

Defensive Portfolio

Preserving your capital is important, but you are targeting performance higher than that of traditional saving schemes

Product details:

EUR | USD | GBP

Morningstar™ Rating:

Moderate Portfolio

You are prepared to accept more frequent fluctuations in the value of your capital to achieve higher performance

Product details:

EUR | USD | GBP

Morningstar™ Rating:

Growth Portfolio

You are ready to take more risk to achieve capital growth over the long term

Product details:

EUR | USD | GBP

Morningstar™ Rating:


 

Fixed Income

 

Developed Equities

 

Emerging Equities

 

 

 Morningstar Star Rating as at 23/08/2019 - Class D2 EUR

All the services you need,
with low and transparent pricing.

Included Services

  • Portfolio management by BlackRock, the world’s largest investment manager with over $6 trillion in assets under management
  • Account domiciled in Luxembourg
  • Automatic rebalancing and investment of new funds
  • Multi-currency account
  • Premium client servicing via phone (8am to 10pm CET) and online 24/7
  • Online account access with Portfolio X-Ray and Morningstar research to monitor your investments

 

     Learn more

Annual Costs

0.90% to 1.40% total costs

Portfolio value (EUR/GBP/USD) Account fee Product costs
0 - 50,000 0.90% 0.50%
50,000 – 100,000 0.60% 0.50%
Over 100,000 0.40% 0.50%

Other fees

  • Zero Entry fees (vs 5% Prospectus)
  • Zero Redemption fees
  • Zero Trading or transaction fees
  • Zero Custody fees
  • Zero Exit fees

Put your financial future on track in 4 easy steps

1
Download an application form and choose your risk profile
2
Send us your account opening documents
3
We'll email you once your application is processed
4
Your initial cash transfer will be invested in line with your risk profile

Get started

Open an account

Need any help?

Call us: +352 2603 2003 (8am - 10pm CET)

Email us: customerservice@internaxx.com

 

WATCH VIDEO

FAQs

Minimum investment amount 5,000 EUR/USD/GBP
Minimum cash transfer No minimum amount
Minimum top-up amount Once your cash balance reaches 500 EUR/USD/GBP, it will be invested in your Smart Portfolio
Smart Portfolios are available in EUR, USD and GBP.
Your initial cash transfer will be automatically invested in the investment you selected in your account application. Available cash is invested once per month, on or around the fifth Bank Working Day.
You can top up your Smart Portfolio by transferring money to your account, either as a one-off payment made at your convenience, or by setting up regular payments by standing order. Once there is 500 EUR/USD/GBP or more in your account, your available cash balance will be invested in your Smart Portfolio on or around the fifth bank working day of the month. The last funding date to ensure your cash is invested at the start of the month is the last working day of the preceding month. Your account details can be found under Payments/Transfers > Fund My Account.
Yes, you can transfer money in any of the 9 currencies available. Your cash will then be converted into the currency of your chosen portfolio, prior to the investment date for the month. Standard FX rates will apply.
You can switch to lower or higher risk profile at any time free of charge. The annual Internaxx Administration Fee will be pro-rated on the months you held each instrument, and charged as a line item for each investment. To switch please contact our Client Services team customerservice@internaxx.com
You can access the pricing details and how the fees are calculated on the Pricing page for Smart Portfolios
There is no minimum holding period for Smart Portfolios. You can sell part or all of your portfolio at any time but access to your funds is subject to trade settlement.
To redeem funds please log into your account and request a withdrawal for the required amount under Payments/Transfers > Withdraw Funds. The redemption will be processed on or around the fifth Bank Working Day of the following month and the funds transferred on settlement.
The Key Investor Information Document (KIID) is a 2-page standardised document provided by the fund company – BlackRock. Each fund share class has its own KIID. It gives you specific information about the fund, such as its objectives and investment policy, its investment risk, charges and past performance. It’s designed to help you decide if a particular fund meets your needs. You can download the relevant KIID below:
Any questions?