Model portfolios current fees as of July 2021

The ongoing fees which include platform fees, fund manager fees and servicing fees are detailed below as of 19/07/2021 based on our standard service fee of 1% the ongoing costs are as follows, please add 0.0208% per month or 0.25% per year if opting for our enhanced service.

These may vary slightly depending on platform.

Adventurous – 2.13% per year or 0.1775% per month

Dynamic – 2.09% per per year or 0.1741% per month

Moderate – 2.06% per year or 0.1716% per month

Balanced – 2.02% per year or 0.1683% per month

Conservative – 1.78% per year or 0.1483% per month

Please remember that the value of investments can go down as well as up and you may get back less than you invest. Tax rules may change and eligibility rules apply.

Best performing funds held with our model portfolios during the dated periods, detailed below (extracted without fee adjustment).

1st April 2021 – 12th May 2021, Sector UK +7.98%

13th May 2021 – 5th June 2021, Sector Property +7.76%

6th June 2021 – 16th July, Sector Technology +7.95%

19th July Model portfolio re balanced

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