July 30, 2014

Compare Fund Supermarkets

This comparison of fund supermarkets shows headline charges across a number of providers in the investing sector. This table should be used as an illustrative guide only and further research should be conducted to find the best deal for your personal circumstances.

CompanyYearly Fund Charge (%)Fund Dealing (per trade)Share Dealing (per trade)ISA Admin FeeSIPP Admin FeeExit Fees
Fidelity Personal Investing0.35% up to £250k, 0.2% over £250k. Also provide some funds at a discounted annual management charge.Nil£9 (subject to £5.10 per month admin fee)NilNilNil
Barclays Stockbrokers0.35% up to £500k. Nil£11.95 £30 + VAT (nil if funds only)£155 + VATISA - £50 closure & £30 per holding.
SIPP - £75 & £30 per holding.
Interactive Investor£20 per quarter (SIPP customers exempt).£10£10Nil£120 + VAT£15 per holding with SIPPs subject to a £100+ VAT fee.
Charles Stanley0.25% up to £500kNil£10Nil£100 + VAT£10 per holding with SIPPs also subject to a £125 + VAT fee.
AXA Self Investor0.35% up to £250k, 0.2% over £250k (waived until 2015). NilNo CapabilityNilNo CapabilityNil
Youinvest0.2%.£4.95£9.95Nil£100 + VAT £25 per holding with SIPPs also subject to a £75 + VAT fee.
Trustnet Direct0.25% £10£10Nil£100 + VAT£15 per holding with SIPPs also subject to a £100 + VAT fee.

Please Note: The value of investments can fall as well as rise. The above comparison matrix aims to help you better understand the online marketplace, however further research should be conducted before commitment.