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i.nvest Charges and Benefits

What are the trading charges?

We believe that charges should be transparent and should reflect what we do for you. That’s why with us you’ll 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.

What other benefits will I enjoy with i.nvest?

i.nvest offers you a range of benefits, such as some of the best terms for trading in funds and access to share classes normally only available to institutional investors.

Plus, you’ll have access to the top UK fund management groups, all with market leading discounts and annual rebates. 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 your portfolio.

Examples of these discounts, based on a £10,680 annual ISA investment:

Standard fund manager Initial charge

Discount for funds bought on our i.nvest service

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

 Money Back

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

Over time, these can add up significantly:

Portfolio value

Annual rate*

0.25%

0.5%

0.75%

£20,000

£50

£100

£150

£40,000

£100

£200

£300

£60,000

£150

£300

£450

£80,000

£200

£400

£600

£100,000

£250

£500

£750

* 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 you hold and the calculations used by the individual fund managers.

Risk warning

Please remember the value of investments and any income from them can go up or down and you may not get back the amount you invested. All investments carry an element of risk, which may differ significantly, and if you are unsure as to the suitability of any particular investment or product, you should seek professional financial advice.