The hidden cost of investing in funds

The Financial Regulator is making changes to the way that advisers and brokers charge you for investing in funds, many of which have not previously been transparent.

Use the calculator below to work out how much you can save when you invest in funds with Interactive Investor. 

On a fund with a 1.5% Annual Management Charge (AMC), with Interactive Investor, you would typically receive 0.64% of the value of your investment back every year.

Our calculator above works out what annual rebate you would be likely to receive if you held the fund with us for a full year. The calculations assume the value of your investment remains constant across the year and does not make any assumptions for investment growth or other charges.

Although we have tried to ensure that the calculator is accurate, we recommend that you assess the value of the rebate based on your own calculations before making any decisions.

Investment and trading involves risk. Please ensure you understand these fully before you trade. The value of shares can fall as well as rise and you may not get back the full amount of your investment.

Transfer your investments

Transfer your investments to us so you can track and manage your investments from one place. That way, all your investments can benefit from our low cost service. We'll also give you £120 in commission-free trades when your transfer by the end of February (terms apply).

Income Rebate Calculator
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