Discount Broker for investments, insurance & mortgages
Fund Supermarket comparison
For all fund supermarkets we rebate 100% of our initial commission and 75% of our ongoing commission on Unit Trusts, OEICs and SICAVs.
Below is a basic comparison between the supermarkets with which we are currently registered. This is a starting point to provide a general idea, and may not cover every circumstance. The table is no substitute for the detail within the current Terms & Conditions and Key Features for each supermarket, and up-to-date information for specific funds you are interested in.
If you are interested in a supermarket not included below, please contact us.
For SkandiaTM MultiFUNDS please see Selestia Investment SolutionsTM
Standard initial charge (IC) before commission rebate |
0% to 5.55%1 |
0% to 5.5%1 |
SIS: 4.5% |
0% to 5.5% |
Initial charge after commission rebate |
0% to 2.5%1 |
0% to 2.5%1 |
SIS: 0% |
0% to 2.5% |
Fund Supermarket switch fee |
0.25% |
0.25% |
SIS: 0% |
Usually 0.25% |
Supermarket annual administration charge |
- |
- |
£50 + VAT |
- |
Fund providers |
>70 |
>60 |
>65 |
>60 |
Funds available |
>1,000 |
>1,100 |
>900 |
>900 |
Minimum initial lump sum |
£1,000 |
£1,000 (some £500, £1,500 or £4,000) |
£2,500 |
£500 |
Minimum initial lump sum per fund |
£1,000 |
£1,000 (some £500, £1,500 or £4,000) |
- |
£500 |
1 - For Cofunds PEP/ISA transfers, if all commission is rebated, for many funds the initial charge is effectively reduced to zero. This also applies for some funds on Fidelity FundsNetwork.
2 - Recognised offshore fund switch charge on Fidelity FundsNetworkTM is 1% (e.g. SICAVs).
Whilst single-priced funds have a single price at which units or shares are bought and sold, dual-priced funds have a bid and offer price. The bid price is the price at which units/shares are sold, and is lower than the offer price at which you buy units/shares. The difference between the bid and offer price is the bid-offer spread. The bid-offer spread includes the initial charge for the fund. Please note that the size of the bid-offer spread can change from day to day and is bigger than the initial charge. The creation price represents the offer price, less the standard initial charge.
A dilution levy can also apply to single-priced funds under some circumstances.
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