Available until trading features are introduced, applies until subscription is cancelled.
Applies to trades within an investment strategy.
These costs only apply to funds managed by Ready-Made investment strategies.
* Price varies depending on the product. Current pricing is available within the Ready-Made Strategy key information document (KIID) on change.
These costs only apply to funds managed by custom made strategies.
These are trades manually done by you and not executed by a strategy.
These examples are for illustration only.
Joe is on the Free tier, and he has 1 strategy with a value of £100.
An annual management fee of 0.90% is applicable to the balance of £100 = 90p
No fees are charged for trades within strategies.
Total monthly strategy costs = 90p / 12 = 8p
Harry is on the Starter-Sphere tier, and he has 3 strategies with a total value of £10,000.
No management fee is applicable, because his total strategy value is within the allowance for this pricing tier.
No fees are charged for trades within strategies.
Total monthly strategy costs = £9
Annie is on the Strato-Sphere tier, and she has 5 strategies with a total value of £30,000.
An annual management fee is charged on the funds that exceed the allowance for this pricing tier.
0.70% applies to a balance of £6,000 = £42
Monthly, this comes to £42/12 = £3.50
No fees are charged for trades within strategies.
Total monthly strategy costs = £3.50 + £19 =£22.50