Alliance
Platform charges – how much do you pay?
If you invest in funds through an investment platform or fund supermarket, how much will you be charged?

There are some big changes if you invest in investment funds through a platform or ‘fund supermarket’ as it’s sometimes called. Investment funds have been told they can’t pay advisers or fund supermarkets a commission for introducing clients (a commission that was actually paid by the customer from the money they invested). So investment platforms are changing their charges. Will you pay more or less?


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30-01-2014
10-11-2014
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Asset allocation models - what does asset allocation mean and why does it matter?
Asset allocation means how your investments are split between different assets - such as shares, bonds and cash.

Many of us, when we start investing, tend to pile our money into one 'asset', such as shares. But, if you want to be a smart investor, you should spread your money between different assets. And how much you have in shares and bonds etc, is called 'asset allocation'. Read on to find out why it matters.

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03-12-2009
05-11-2014
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How to find out what your investment fund is charging you; understanding investment charges.
Charges on investment funds can soon add up. In the current low return environment it’s worth checking how much you're paying.

If you’re going to invest your money in a pooled fund (such as a unit trust, OEIC or investment trust) you’ll have to pay charges - and there can be quite a few of them. How much you pay will depend on the type of fund you invest in and which firm you go with. Here’s a guide to how the charges can add up.

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27-01-2011
05-11-2014
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The material provided on this website is general information that is intended for general guidance and is not suitable for professional advice.
You should always obtain independent financial advice.