Summary of findings from our Research on the True Cost of Collective Investing

We have done detailed research on the true cost of investing in retail collective investments and have concluded that by primarily investing in passive funds which typically have no initial charge and normally have an annual management charge of between 0.9% and 0.5%, we can save our clients an annual cost of approximately 1% pa of their funds. More detailed information on our research is available upon request.

Our Fees

Full details of all fees is provided in our Key Facts about the costs of our services leaflet in the download area.