Custom Index
Personalise your investment portfolio
Building wealth isn’t one-size-fits-all. Your financial needs are unique, and our personalised investment offering is designed to reflect just that.
When investing, your capital is at risk.
Building wealth isn’t one-size-fits-all. Your financial needs are unique, and our personalised investment offering is designed to reflect just that.
Many Big Tech employees find themselves overexposed to their employer’s stock, putting too much of their wealth in one place. Our custom indexing solution helps you invest more strategically, reducing overlap with the stock you already hold and creating a more balanced, portfolio construction for long-term growth.
If you’re already heavily invested in a specific sector, or just prefer to avoid it altogether, you can exclude an entire industry from your portfolio. Choose from nine industries to remove - Sidekick adjusts your weighting across the remaining sectors to keep your portfolio balanced and efficient.
Your investment strategy should reflect what matters to you - without compromises. Exclude practices that don’t align with your values, whether it’s polluters, animal testing or sin products. Take control of your investments with a portfolio that’s both strategic and personally meaningful.
Sidekick experts have carefully replicated the S&P 500 with individual stocks, giving your direct ownership of the leading U.S. companies. From there, you can apply customisation filters to exclude specific stocks.
Our dedicated team is focused on maximising your wealth.
Tap the Long-Term Wealth Building card on your home screen and select Personalised Investments.
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Follow the simple on-screen instructions to set up your account in minutes.
Deposit funds into your Sidekick wallet and add them to your Custom index portfolio.
Quick answers to your top questions
The Sidekick Custom Index is designed for investors who want long-term exposure to equity markets while tailoring their investments to reflect personal preferences or existing exposures.
It is typically suited to long-term investing, often five years or more, where short-term volatility is acceptable.
With Custom Index, you get:
1. US equity market exposure as a starting point
2. The ability to exclude specific companies or sectors
3. A rules-based, long-term approach rather than stock picking
4. Regular rebalancing by Sidekick
A standard global equity portfolio does not include personalisation and is designed to closely follow market returns.
There is no guarantee that a Custom Index will outperform the market.
Personalisation choices can cause your returns to differ from the broader index, positively or negatively. The goal is alignment with your preferences, not market outperformance.
Your Custom Index is monitored on an ongoing basis and rebalanced monthly to maintain its intended structure and reflect changes in the underlying index.
Rebalancing is done in line with the product’s rules rather than short-term market movements.
We try to be as transparent as possible about our fees and to keep costs down. Here is a link to our full fees and charges schedule.
To summarise, for the All Weather portfolio, we charge 0.50% AuM-based fees per year. This is charged as a percentage of your investment amount, and is billed monthly.
In addition, we pass through some additional trading and product, government and ancillary fees, which we call 'Portfolio Expenses'. For Custom index, we estimate this to be 0.10%. This includes:
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Join Sidekick and access expert-led investments and savings designed for people serious about growing their money.
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