Costs

Understanding your costs
InvestEngine’s fee = 0.25% a year
NO initial fees
NO dealing fees
NO withdrawal fees
NO monthly income fees
annual fee
0.25%
ETF costs and market spread apply
At InvestEngine, we keep our fees low and simple. We charge just 0.25% a year of the value of your investment. It’s the same whatever your account type and regardless of whether you’re invested in our income or growth portfoliosWe have no initial fees, no dealing fees and no withdrawal fees. And with income portfolios, there is no charge for sending your monthly income paymentsAt just 0.25%, our fees are among the most competitive in the investment industry — and equivalent to only £5 a year on the minimum investment of £2,000Low fees mean you keep more of your investment returns, helping you achieve your financial goals sooner
Exchange traded fund (ETF) costs
The ETFs in your portfolio also have their own costsLike other investment funds, ETFs have annual charges. The average ETF charge in the growth portfolios is 0.17% a year. The average ETF charge in the income portfolios is 0.27% a year. These charges are built into the performance of the ETFs, and we are always looking at opportunities to reduce these costs even furtherThere is also a small difference — the market spread — between the buying and selling prices of the ETFs. With growth portfolios, these spread costs average 0.04% a year. With the income portfolios, the spread costs average 0.09% a year Read our FAQs for more about ETF costsInvestEngine charges NO dealing fees and makes nothing from the ETF costs
Calculate your total costs
Portfolio
InvestEngine fee
Average ETF charge
ETF spread costs
Total annual cost
Growth
0.25%
0.17%
0.04%
0.46%
Income
0.25%
0.27%
0.09%
0.60%
Portfolio
Growth
Income
InvestEngine fee
0.25%
0.25%
Average ETF charge
0.17%
0.27%
ETF spread costs
0.04%
0.09%
Total annual cost
0.46%
0.60%
As an example, if you invest £10,000 in an InvestEngine growth portfolio, your estimated total costs would be just £3.83 a month, or £46 a year. If instead you invest £10,000 in an InvestEngine income portfolio, your estimated total costs would be just £5 a month, or £60 a year
Use our simple tool to work out the total in £s of your InvestEngine fee and ETF costs
Growth portfolioIncome portfolio
Investment amount
It costs you
/ month
/ year
£2,000
£1,000,000
Investment amount
It costs you
/ month
/ year
£2,000
£1,000,000
All fees and costs are taken from portfolio capital — with our income portfolios there are no deductions from the stated income yieldsAll fees and costs are taken from portfolio capital — with our income portfolios there are no deductions from the stated income yields
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