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Integrated Credit Union Portfolio Series

What is Integrated Credit Union Portfolio Series?

Portfolio Series is a discretionary investment management service provided by Integrated Credit Union. We invest your money on your behalf in financial products following one of our investment strategies. You will hold the financial products through a custodian.


  • Saves time: we save you the time and effort that you would usually need to spend to research, build and manage a similar portfolio on your own
  • Market access: we give you access to financial products that you might not otherwise be able to invest in
  • Easy monitoring: we give you access to the Aegis investment platform. This is an electronic investment administration service that gives you a consolidated view of your portfolio and lets you easily monitor your investments.
Get in touch with us:
Or phone:
+ 442080404496
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How to invest:

One of our Wealth Managers will ask you questions about your circumstances and advise you on your investment options.

For further information:

Phone: + 442080404496
Email: portfolioseries@icuplc.co.uk

Integrated Credit Union Wealth Managers' disclosure statements are available on request and free of charge from your Integrated Credit Union Wealth Manager.

Disclaimer: The information contained in this Integrated Credit Union website is for informational purposes only. Neither Integrated Credit Union Plc, the Commonwealth Bank of Australia Group, nor any of their directors, nor any other person guarantees the financial services offered or any of the investments or returns made in respect of the financial services. The financial services offered are subject to investment risk including loss of income and principal invested.