We always show an estimate of your monthly fee when you create a new portfolio or make changes to an existing portfolio.

However, as your total fee in any given month depends on the average value of your portfolio over that month, it is not possible to tell you exactly in advance what the final monthly fee will be.

Additionally, in line with your risk class and investment preferences, your portfolio is automatically adjusted and its composition can change over the course of a billing period. Since different funds have different fund charges - and it is not possible to know exactly which funds will be part of your portfolio at a later point in time in the period under consideration - it is also not possible to know exactly what the final fee will be.

However, fund charges, which are deducted at source and not under our control, are normally a smaller portion of your final fee and should not vary wildly from one month to the other.

Learn more about how fees are calculated.

Did this answer your question?