Calculate and compare my charges
Based on what you have told us we estimate the annual charge for your AJ Bell Youinvest to be:
We estimate the charges for with our four largest competitors to be:
Estimated total charge:
Estimated total charge:
Estimated total charge:
Estimated total charge:
The companies shown in this calculator have been chosen as they are currently the largest UK retail investment platforms by assets under administration. The charges shown are for illustrative purposes only and provide an estimate of the charges you would pay with these platforms and are based on our understanding of their current charges. The charges quoted above for Interactive Investor and Barclays Smart Investor assume only one account is held. For a full breakdown of the charges with these platforms you should visit their websites.
In addition to their fund range, Fidelity currently provide only a limited number of investment trusts and tracker funds and so are not included in the shares comparison.
You need to have an Interactive Investor SIPP, ISA or Dealing account before you can open an Interactive Investor Junior ISA for your child.
Funds custody charges do not include the ongoing charges figure (OCF) charged by fund managers.
Cash held in the account and any interest earned is not included in these calculations.
If you need help deciding which platform is right for you or understanding the impact of charges on your investments you should consult a suitably qualified adviser.
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