What are the total all-inclusive fees?

Our annual management fee is 0.48% for portfolios under GBP/USD/EUR 25,000 and 0.29% for portfolio equal and above GBP/USD/EUR 25,000. The underlying total fees of the ETFs we select currently range from 0.1% to 0.35%.

The Total All-Inclusive Fee for a ETFmatic portfolio will therefore range between:

For portfolios less than GBP/USD/EUR 25,000: 0.59% to 0.62%

For portfolios above GBP/USD/EUR 25,000: 0.40% to 0.43%


Please note the above are only latest estimates and will vary depending on the asset allocation you have selected (Custom portfolios) and any changes in the underlying ETFs we use.

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