Create Your Own Fund Portfolio
With the Quartal Fund Selector, you can easily build a diversified fund portfolio. The service is designed for investors who understand their risk tolerance and investment goals but need a streamlined way to get started.
Saving in funds involves risk.
How to Build Your Portfolio in 5 Steps
The funds selected through the tool are automatically placed in an Investment Savings Account (ISK).
- Choose Focus: Select between three core investment strategies (Sustainable Focus, Index Extra, or Index).
- Choose Risk Level: Select the risk level you are comfortable with to determine the split between equities and fixed income.
- Review: See the exact funds included in your customized portfolio based on your choices.
- Choose Amount: Enter your initial investment or set up a monthly savings amount.
- Sign: Confirm the transaction and your portfolio is complete.
Our Fund Portfolio Strategies
Besides adjusting for risk, our fund portfolios have distinct investment profiles.
Sustainable Focus
For investors who want their capital to grow while aligning with strong ESG values. Our experts select actively managed funds that prioritize environmental, social, and corporate governance factors, striving to outperform standard market indexes.
Index Extra
A cost effective portfolio consisting of funds that largely follow market indexes, but utilize minor active adjustments to seek slightly better returns than a pure index fund.
Index
Our pure index tracking portfolio. It contains high quality index funds at a very low cost, designed to closely track general stock market developments.
Frequently Asked Questions
What does it cost to use the Fund Selector?
The Fund Selector tool itself is entirely free. You only pay the standard management fees associated with the specific funds in your portfolio. The required ISK account is also free of charge.
Does the Fund Selector provide personalized advice?
No. The Fund Selector is a support tool that generates a portfolio based solely on the risk profile and focus you manually select. It does not assess your personal financial situation. If you need personalized investment advice, we recommend using our digital advisor, Nora.
How often are the portfolios updated?
Our experts review the optimal portfolio compositions monthly based on our current market view. However, your personal holdings are not rebalanced automatically. You must actively manage your portfolio if you wish to adjust your risk level over time.
Can I withdraw or change my savings?
Yes. You can make one time deposits, pause your monthly savings, or sell parts of your holdings at any time without restrictions.
