Our Charges

How much will it cost?

We pride ourselves in our competitive charges. This page gives a quick reference to the costs associated with your investment and the minimum and maximum amounts you can invest - all the details you need to know when making your investment decisions.

'Non-ISA' information covers lump sums and monthly investments made outside an ISA

 

'ISA' information is for the tax year 2010/11

 

​Lump sums ​	Non-ISA​	ISA​
Minimum investment​	£500​	​£1,000
Maximum investment ​	-​	£10,200​
Minimum top-up​	£500​	£1,000​
Minimum into any single fund​	​£500	​£1,000

 

​Monthly investments ​	Non-ISA​	ISA​
Minimum investment​	£50​	​£200
Minimum top-up​	​£500	​£200
Minimum per fund​	​£50	​£200
​Maximum investment	​	​£600
Direct Debit collection date​	​28th of each month*
​Investment date	​28th of each month*

*or next business day

 

​Withdrawals	​Non-ISA	​ISA
Minimum remaining balance​	​£500	​£500

 

​Charges	Non-ISA​	ISA​
Initial charge​	4%**​	3%**​
Annual charge (varies between funds)​	0.5%-1.75%​	0.5%-1.75%​
Buying charge​	-​	-​
Selling charge​	-​	-​
Switching discount​	3%***​	2%***​
Dividend reinvestment​	-​	1%​

**0% for UK Index Fund

*** i.e. you pay 1%