Latest Posts
- What are the top cash ISAs? 15th May 2013
- Stocks and shares ISAs versus cash ISAs – who’s investing in what 2nd May 2013
- Cash ISAs for the new tax year 23rd April 2013
- New ISA allowance for 2013-14 9th April 2013
- Savers look to alternatives as cash ISA rates hit record low 26th March 2013
Fund Discounts and Charges
Save money on your fund ISA purchase
Benefit from low charges and get a better deal all round on your fund investments.
James Caldwell, Director
Fund Supermarket account charges
Our ISA Fund Supermarket allows you to manage your investments in one place, at a low cost and with great discounts on the following:
- Account set up charges - No charge for setting up a fund supermarket account.
- Annual account charges - No annual charges for using our fund supermarket.
- Account transfer in charges - No transfer in charges for using our fund supermarket.
- Account income payment charges - No charges for taking income from your investments.
- Account inactivity charges - No inactivity charges.
Fund charges
The ISA fund investments you choose in our Fund Supermarket will each have their own charges, depending on the fund manager responsible for them. We've negotiated with fund managers to reduce charges as far as we can, bringing you savings on:
- Fund initial charges - We offer a 100% discount on all our Select Funds. On most other funds, a 100% discount will apply (although a small charge may apply to some funds; see individual funds for details). By using our Fund Supermarket you can avoid paying expensive initial charges, which can sometimes be up to 5.50% of your initial fund investment.
- Fund annual management charges - We offer up to a 0.20% discount on annual management charges. Depending on the type of fund you buy into using our Fund Supermarket, we can discount the annual management charge by rebating up to 0.20% per year back to you. This rebate is paid into a cash account which is set up when you invest in our Fund Supermarket.
Important Risk Information:
This website contains information only and does not constitute advice or a personal recommendation in any way whatsoever. The value of investments and income from them can fall as well as rise and you may not get back the full amount invested. The tax efficiency of ISAs is based on current tax law and there is no guarantee that tax rules will stay the same in the future.
Different types of investment carry different levels of risk and may not be suitable for all investors. Please ensure that you read the Important Risk Information for further details. Prior to making any decision to invest, you should ensure that you are familiar with the risks associated with a particular investment and should read the product literature. If you are in any doubt as to the suitability of a particular investment, both in respect of its objectives and its risk profile, you should seek independent financial advice.