Fund discounts

Helping you make the most of your investments

We’ve negotiated reduced ongoing charges on hundreds of funds in our range, and are always looking to add more to the list. As we continue to enhance our site we'll be publishing an updated list soon.

How it works

Quarterly rebate

In some instances, the discount will be a payment that’ll be reinvested at the end of every quarter into the qualifying funds. Any rebates you receive in an Investment Account are potentially liable to income tax at your marginal tax rate.

Lower ongoing fund charges

In other instances, some funds have the discount built into the fund’s ongoing charges, so you pay a lower charge than usual.