Moneyfarm

Fi Score rankingWhere this ISA ranks compared to other ISAs based on Fi Score T18

Fi Fee (£10k balance)(£100k balance)(£500k balance)Our unique calculation for comparable fees across brokers for each account type, based on a 10k100k500k portfolio. Your fees may vary. £82.40

ISA fee notes ^{For the cheapest investment settings on a managed account, use the 'Fixed' management style and 'Classic' focus, this will result in a 0.45% annual management fee. Their DIY fees are much lower than this, 0.35% capped at £45 per year. Bonds cost £5.95 per trade.}

Minimum account chargeThe minimum amount you need to pay for this Stocks & Shares ISA, excluding account fee reductions or discounts. £0

FX feeThe currency conversion fee when purchasing investments that aren't listed in GBP (£). 0.70%

In-specie transfersDoes the broker support the transfer of investments? No

^ETFs

Account fee on ETFsThe account fee you'll pay when investing in ETFs. 0.35%

ETF account fee capThe maximum amount you'll pay in account fees when investing in ETFs. £45

ETF trading feeThe amount you'll pay to invest in an ETF in this ISA, excluding trading volume discounts. £3.95

ETF regular investing feeThe amount you'll pay to invest in ETFs when using an ongoing regular investment. N/A

^{Mutual funds}

Account fee on fundsThe account fee you'll pay when investing in mutual funds. 0.35%

Fund fee capThe maximum amount you'll pay in account fees when investing in mutual funds. £45

Fund trading feeThe amount you'll pay to invest in a mutual fund in this ISA, excluding trading volume discounts. £3.95

Fund regular investing feeThe amount you'll pay to invest in mutual funds when using an ongoing regular investment. N/A

^Shares

Share trading feeThe amount you'll pay to invest in company shares, excluding trading volume discounts. £3.95

Fi Fee (£10k balance)(£100k balance)(£500k balance)Our unique calculation for comparable fees across brokers for each account type, based on a 10k100k500k portfolio. Your fees may vary. £40

SIPP fee notes ^{Moneyfarm charges a 0.25% platform fee regardless of your investing style (£1.25 per month min.), and then it's an additional 0.05% for the Liquidity+ portfolio, 0.15% for fixed allocation portfolio, and 0.45% for actively managed (gradually gets lower above £50k). For the Fi Fee we used the fixed allocation.}

Minimum account chargeThe minimum amount you need to pay for this SIPP, excluding account fee reductions or discounts. £15

FX feeThe currency conversion fee when purchasing investments that aren't listed in GBP (£). N/A

In-specie transfersDoes this SIPP support the transfer of investments? No

^ETFs

Account fee on ETFsThe account fee you'll pay when investing in ETFs. N/A

ETF account fee capThe maximum amount you'll pay in account fees when investing in ETFs. N/A

ETF trading feeThe amount you'll pay to invest in an ETF in this SIPP, excluding trading volume discounts. N/A

ETF regular investing feeThe amount you'll pay to invest in ETFs when using an ongoing regular investment. N/A

^{Mutual funds}

Account fee on fundsThe account fee you'll pay when investing in mutual funds. 0.25%

Fund fee capThe maximum amount you'll pay in account fees when investing in mutual funds. Uncapped

Fund trading feeThe amount you'll pay to invest in a mutual fund in this SIPP, excluding trading volume discounts. £0

^Shares

Share trading feeThe amount you'll pay to invest in company shares in this SIPP, excluding trading volume discounts. N/A

^{SIPP features}

Employer contributionsDoes this SIPP allow contributions from your employer? Yes

Director depositsDoes this SIPP allow company directors to deposit company funds? Yes

DrawdownDoes this SIPP support drawdown? Yes

Fi Score rankingWhere does this account rank compared to other Junior Stocks & Shares ISAs on Financial Interest? T11

Fi Fee (£10k balance)(£100k balance)(£500k balance)Our unique calculation for comparable fees across brokers for each account type, based on a 10k100k500k portfolio. Your fees may vary. £35

Junior ISA fee notes ^{There's a £500 minimum initial investment with a Moneyfarm JISA, but you can invest from £10 after that. Also, you can invest only using the managed portfolios with the JISA.}

ETF trading feeThe amount you'll pay to invest in an ETF in this ISA. N/A

Fund trading feeThe amount you'll pay to invest in a mutual fund in this ISA. N/A

Share trading feeThe amount you'll pay to invest in company shares. N/A

Junior ISA account feesThe account fees you'll pay when investing inside a Junior ISA. 0.35% (Capped at £45/year)