What are your charges for the AJ Bell funds?
When you buy an AJ Bell fund, you won’t pay a dealing charge. The custody charge – what you pay for holding the investment in your account – is the same as for any other fund:
|Funds (including unit trusts, OEICs and structured products)||First £0 - £250,000||0.25%|
|Next £250,000 - £1m||0.10%|
|Next £1m - £2m||0.05%|
|Value over £2m||No charge|
There is also our annual ongoing charge for managing the fund, which is capped at 0.35% for the six growth funds and 1.00% for the two income funds.