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Investment Choices

i.nvest offers a wide range of investment choices, making it simple to create the portfolio that's right for your clients.

Choose from:

  • UK listed shares
  • Investment trusts
  • OEICs and unit trusts
  • Exchange Traded Funds (ETFs)
  • Bonds
  • Gilts

Trading Charges

We believe that charges should be transparent and should reflect what we do for you. That's why with us your clients will benefit from low cost, fully transparent fees. There are no hidden charges and we take pride in the fact that our pricing structure is, we believe, one of the most competitive around.

i.nvest Funds

Your clients will have access to the top UK fund management groups, all with market leading discounts and annual rebates, only available through i.nvest. We have negotiated some of the best discounts and rebates of any platform, and we pass them on to the client in full. We are the only UK platform to rebate all commissions we receive directly to the client.

Many of the funds are offered with a fully discounted initial charge, and the annual rebate on a typical equity fund with an annual management charge of 1.5% is generally between 0.5% and 0.75%.

These discounts can have a significant long-term impact on the value of a portfolio.
Examples of these discounts, based on a £10,680 annual ISA investment:

Standard Fund Manager Initial charge

Discounts for funds bought on our Fund Supermarket

Net Initial Charge for i.nvest

Saving on £10,680 investment

5%

0%

5%

£nil

5%

1%

4%

£107

5%

2%

3%

£214

5%

3%

2%

£320

5%

4%

1%

£427

5%

5%

0%

£534

Rebates

We will also pay back to your client all the commissions we received from the fund management groups whose funds they invest in and hold within their portfolio on i.nvest.

These can add up to a substantial amount over time.

Portfolio Value

Annual Rate*

0.25%

0.5%

0.75%

£20,000.00

£50.00

£100.00

£150.00

£40,000.00

£100.00

£200.00

£300.00

£60,000.00

£150.00

£300.00

£450.00

£80,000.00

£200.00

£400.00

£600.00

£100,000.00

£250.00

£500.00

£750.00

* For illustration purposes only. The amount of any rebate will vary with any fluctuations in the value of the funds held, the rate of the rebates applied to funds held and the calculations used by the individual fund managers.

For information on all of the funds available, please refer to Investment Selector section.

The Simplified Prospectus for each fund is available in the i.nvest funds section.