We keep costs low and transparent so that you can maximise your returns.
These figures are intended as a guide. Fees are charged as a percentage of the total value of your Plans, and so the amount you pay will vary depending on the value of your investments across the month. Fees are quoted annually but charged monthly.
|Annual %||Annual estimate|
|Average investment costs||...||...|
Investment costs include fund charges, taken directly by the fund provider and market spread (the difference between the price we buy and sell investments).
Funds are a cost-effective and convenient way to buy lots of investments all at once. We invest your money in carefully selected low-cost funds, managed by reputable fund providers.
Wealthify Investment Plans each contain around 15 funds, which hold more than 8000 diverse investments in total, such as stocks, bonds and property. Learn more