interactive investor report: ii Index

This report highlights how ii’s customers are performing and positioning their portfolios.

One trend identified is that investors continue to seek global diversification rather than focus on any particular region.

In addition, those aged 35-44 continue to see the largest portfolio growth, outperforming all other age groups.

Download the full report to find out:

  • The average ii customer outperformed the IA Mixed Investment 40-85%.
  • Portfolios have grown on average by 46.6% over the last six years and three months.
  • Investors allocated 15% in investment trusts - down from 16% in Q4 ’25.

 

 

Supplied by REBA Associate Member, Interactive Investor

The UK’s #1 flat-fee investment platform - expert tools, award-winning ISA, GIA & SIPP.

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