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Charges explained

The total cost of investing via us is typically around 1.00% per annum of the value of your investment.

That's made up of two parts: platform charges of 0.79%, plus fund manager charges. Our comparison tables help you choose good value investments, so fund manager charges are usually between 0.20% and 0.30%.

There are no other charges. That means:

  • No switching or trading charges
  • No fixed monthly account charges
  • No minimum charge
  • No entry or exit charges
  • No hidden fund management charges
  • No performance fees

If you're lucky enough to have more than £100k to invest, there are additional discounts available.

Fund managers also incur their own costs of trading which are passed on to investors.

For example - SmarterMix medium risk/return ISA

Here's a full breakdown of charges for the SmarterMix ISA medium risk/return (one of our most popular investments).

This breakdown is available for all our investments, just click on them from the comparison tables and scroll down to the charges section:

Annual Initial Other
Total charge 0.92% 0% None
Platform charges 0.79% 0% None
Fund managers' charges 0.13% 0% None
Royal London Short Term Money Market Y Acc 0.09% 0% None
iShares Mid Cap UK Equity Index (UK) D Acc 0.17% 0% None
L&G All Stocks Index Linked Gilt Index Trust C Acc 0.10% 0% None
iShares Emerging Markets Equity Index (UK) D Acc 0.25% 0% None
L&G All Stocks Gilt Index Trust C Acc 0.10% 0% None

The fund managers' charges apply on a fund-by-fund basis. The total shown is based on the initial proportion invested in each fund.

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