Our balanced portfolio aims for growth and income through taking some risk without extreme volatility.
This portfolio has a balance of lower and medium risk investments to target higher total returns.
|Investment charges||Investment guidance charge Nil|
|Our purchase charge per investment £4.95*||Annual fund managers' charge 0.22%|
|Minimum investment £4,000||Our annual custody charge 0.25%**|
* To invest in the balanced portfolio the total dealing charge will be £29.70
** Custody charge capped at £25 per quarter for SIPPs, £7.50 per quarter for ISA and Dealing accounts and £5 per quarter for Junior ISAs.
The annual fund managers' charge is the blended fund managers' charge across the portfolio, using the industry standard Ongoing Charges Figure (OCF).
For full details of all charges see our charges.
Remember that this is only guidance to help you - you should research each investment and consider whether it suits you before investing. Once you have invested you are responsible for managing your investments.