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Costs

Understanding your costs

Managed Portfolios
Coming soon
0.25%
InvestEngine annual fee
Do it yourself
Coming soon
Zero
InvestEngine fee
NO set‑up fees
NO withdrawal fees
NO dealing fees
NO ISA fees
ETF costs and market spread apply

The costs of your Managed Portfolio

Low fees mean you keep more of your investment returns, helping you achieve your financial goals sooner.
At InvestEngine, we keep our fees low and simple. With our Managed Portfolios, we charge just 0.25% a year for managing your investments — amongst the most competitive in the industry.
We have NO initial fees, NO dealing fees, and NO withdrawal fees. We also have NO account fees, whether you invest through our ISA, Personal Account or Business Account for companies.

Exchange traded fund (ETF) costs

With InvestEngine’s Managed&forthcoming DIY Portfolios, the ETFs within your portfolios have their own costs.
Like other investment funds, ETFs have annual charges. The average ETF charge in the growth portfolios is 0.15% a year. The average ETF charge in the income portfolios is 0.25% a year. These charges are built into the performance of the ETFs, and we are always looking at opportunities to reduce these costs even further.
There is also a small difference — the market spread — between the buying and selling prices of the ETFs. With growth portfolios, these spread costs average 0.07% a year. With the income portfolios, the spread costs average 0.07% a year.
Read our FAQs for more about ETF costs
InvestEngine charges NO dealing fees and makes nothing from the ETF costs.

Managed Portfolios — average total costs

Portfolio
InvestEngine fee
Average ETF charge
ETF spread costs
Total annual cost
Growth
0.25%
0.15%
0.07%
0.47%
Income
0.25%
0.25%
0.07%
0.57%
Costs as at 1 February 2021
Portfolio
Growth
Income
InvestEngine fee
0.25%
0.25%
Average ETF charge
0.15%
0.25%
ETF spread costs
0.07%
0.07%
Total annual cost
0.47%
0.57%
Costs as at 1 February 2021
As an example, if you invest £10,000 in an InvestEngine Growth portfolio, your estimated total costs would be just £3.92 a month, or £47 a year. If instead you invest £10,000 in an InvestEngine Income portfolio, your estimated total costs would be just £4.75 a month, or £57 a year.

Use our simple tool to see the £ total of your InvestEngine Managed fee and ETF costs

Growth portfolioIncome portfolio
Investment amount
It costs you
/ month*
/ year*
£100
£1,000,000
*Cost illustrations are estimates based on average historical values. Actual costs may vary.*Cost illustrations are estimates based on average historical values. Actual costs may vary.
Investment amount
It costs you
/ month*
/ year*
£100
£1,000,000
All fees and costs are taken from portfolio capital — with our income portfolios there are no deductions from the stated income yields.
*Cost illustrations are estimates based on average historical values. Actual costs may vary.
All fees and costs are taken from portfolio capital — with our income portfolios there are no deductions from the stated income yields.
*Cost illustrations are estimates based on average historical values. Actual costs may vary.

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