We've kept our charges as simple as possible
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:
|Fund managers' charges||0.18%||0%||None|
|Vanguard Global Short-Term Bond Index Fund GBP Acc||0.15%||0%||None|
|iShares Mid Cap UK Equity Index (UK) D Fund Acc||0.17%||0%||None|
|iShares Overseas Govern Bond Index (UK) D Fund Acc||0.17%||0%||None|
|iShares Emerg Markets Equity Index (UK) D Fund Acc||0.25%||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.