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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%

0.07%

0.57%

Costs as at 1 February 2021

Portfolio

Growth

Income

InvestEngine fee

0.25%

Average ETF charge

0.15%

0.25%

ETF spread costs

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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With investment, your capital is at risk

The value of your portfolio with InvestEngine can go down as well as up and you may get back less than you invest.

Income yields are not guaranteed and will fluctuate. Past performance is not a reliable indicator of future income or capital returns. Learn more about the risks

InvestEngine is authorised and regulated by the Financial Conduct Authority (FCA) and covered by the Financial Services Compensation Scheme (FSCS)

Your cash and investments are held separately from InvestEngine in pooled client accounts at NatWest and the Crest securities depository, providing further protection. Learn more

InvestEngine does not provide investment advice, or give recommendations. If you are unsure of the risk or suitability of an investment, you should seek advice from an independent financial adviser.

InvestEngine® is a trading name and registered trade mark of InvestEngine Limited. InvestEngine (UK) Limited is Authorised and Regulated by the Financial Conduct Authority. The Firm Reference Number is 801128. InvestEngine (UK) Limited is incorporated in the UK with company number 10438231 and has its registered office at Lawford House, Albert Place, London, United Kingdom.

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