Minimum investment value is £20,000

Option 1 Option 2 Option 3
Management Fee (as a % of AUM) Fixed £20/month
Total Management fees payed over the period
Management Fee as a % of Total Profit
Future Balance
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Disclaimers:
  1. The fee simulator only accounts for the discretionary management fees and does not account for other fees, including advice fees, platform fees, and OCF.
  2. The simulation is based on global equity and bonds average annual returns (7.95%/4.7% respectively) over a period of 122 years (1900 to 2022). Past performance is no guarantee for future performance.