Untangling Investment Fund Fees

How the fees on your ISA investment can get shared out InvestorBeet Once you've decided on (1) what platform you want to go with, and (2) what funds you want to buy and in what proportion: First, GET SET UP ISA SET-UP COST ADMIN CHARGE £34 PLATFORM TRANSACTION COST TRADING COST £31 Then, PURCHASE FUNDS 0.00% UK EQUITY FUND 0.27% INITIAL CHARGE ONE-OFF CHARGE TO JOIN THE FUND AS A PERCENTADE OF MONEY INVESTED 0.00% FUND GLOBAL MANAGER EQUITY FUND 0.69% ANNUAL COST OF MANAGING TOTAL AND OPERATING THE FUND EXPENSE AS A PERCENTAGE OF RATIO MONEY INVESTED 0.17% FIXED INTEREST 0.81% TOTAL FEE 1.14% InvestorBee puts data at your fingertips to help you make better, simpler investment decisions. Take the guesswork out of investing at www.investorbee.com. Average across those platforms with over £1b AUM and a similar charging structure, 6 of 9 largest. Assumes that the individuals makes an investment in low cost passive tracker funds with the following asset allocation: 45% UK Equity, 45% Global Equity, 10% Fixed Interest. Assumes the ISA maximum of £10,680 has been invested in one lump sum. **... .... ...