A clearer approach to charges, which is simple, so investors can focus more of their time managing their portfolios.
Our typical service fee is just 0.35%.
Fund ongoing charges start from just 0.06%.
Extra savings for investors with larger portfolios.
Additional discounts on over 200 funds.
We’ve negotiated lower ongoing fund charges with a number of fund managers who sell their funds through our fund supermarket.
There are two ways through which these lower ongoing charges could be passed on to you:
Take a look at the list below to see where you could save even more on charges by investing with Fidelity. We’ll continue to negotiate better deals for our customers and new funds and fund managers will be added to the list - so keep an eye out for new additions to the list.
Please note that these discounts are not necessarily permanent and this web page will be updated to reflect new deals and changes to existing deals on an ongoing basis. Fidelity Personal Investing does not give financial advice. If you are unsure of the suitability of an investment you should speak to an authorised financial adviser. Also, please bear in mind that the value of investments and the income from them can go down as well as up and you may get back less than you invested.
as at July 2016
as at July 2016
This table is for information only and should not be used as the basis of any investment decision, nor should it be treated as a recommendation for any investment.
The 10 year savings column assumes a growth rate of 4.5%. It is only intended to give you an estimate of what your total savings might be - if your funds increase in value you'll save more and if they fall in value, your savings will reduce as a consequence.
Please note any rebate paid outside of an ISA or pension may now be subject to income tax. When required to do so by HMRC we will deduct 20% tax before making the rebate to your account and will issue all appropriate tax vouchers in time for the details to be included on your relevant tax return.
Not all platforms or distributors hold the new share class of these funds, but we hold them in our fund supermarket. These funds have a lower ongoing charge compared to a standard clean share class and are also sometimes referred to as 'super clean share class'. These share classes are not widely available and the discounts are built into the fund ongoing charges (rather than discount being passed as a rebate to customers every quarter) which makes it cheaper than the standard clean share classes. Using all our years of investment experience as both a fund manager and distributor of other investment companies through our fund supermarket platform, we have been able to get a number of these limited availability funds on our fund supermarket.