Our charges explained
Straightforward and made easy.
Like all investment providers we charge a fee for managing your investments. Unlike others, we like to make things as straightforward as possible.
The charges for our ISA or Investment Account are 0.75% in total each year, based on the value of your account.
That’s for everything and we collect this automatically – so you don’t need to do anything.
Here’s how it works
Our charges are 0.75% in total each year, based on the value of your account. So, if your account had a value of £10,000 for a whole year that would be £75.
The 0.75% is made up of:
- 0.30% per year is an Account Charge for running your account
(that’s £30 of the £75 total charge example above)
We collect this charge by selling a small amount of your investment units each month.
- 0.45% per year is an Annual Management Charge for managing your investments
(that’s £45 of the £75 total charge example above)
We allow for this charge by adjusting your daily unit price.
That’s it. Nothing extra for you to pay or do.
Choose where you’d like to start
Stocks & Shares ISA
A tax-efficient way to invest up to £20,000 a year
Investment Account
A good option if you’ve used all your ISA allowance