Charges

Our Managed Portfolio Service is available at a competitive cost. It’s for you to decide if you think our service offers value for money. Just add your adviser charge and platform fee to get to the total client cost.

Portfolio Management Fee

0.30% PA plus VAT
This is the fee we charge for the management of our model portfolios. We do not charge administration fees, performance fees, or dealing fees.

Portfolio Ongoing Charge Figure (OCF)

Ranges from 0.30% PA (MPM000) to 0.84% PA (MPM100)
This is the composite of the OCFs of all the funds held in our model portfolios.