Exclusive OFF3R Investor Reward
When you set up a Moneyfarm ISA and invest a minimum of £5000 you will receive a £100 Amazon.co.uk Gift Card.
Moneyfarm advises you on a risk profile that is suited to the type of investor you are, you can then invest in a Stocks & Shares ISA quickly and get access to our Asset Allocation Team that provides full discretionary portfolio management thereafter, all for a fraction of the cost. Their team ensures your portfolio stays in line with your risk profile, and you can keep your eye on things through your iOS or Android smart phone, your desktop or you can give them a call.
Moneyfarm Fees Breakdown:
|Total Value of Portfolio||Up to £20,000||Between £20,001 - £100,000||Between £100,001 - £500,000||Over £500,001|
|Annual Management Fee||0.70%||0.60%||0.50%||0.40%|
|Average Fund Costs||0.30%||0.30%||0.30%||0.30%|
Moneyfarm ISA Overview
Flexible. Low-cost. Fully-managed. Whether you’re opening your first ISA or you’re a seasoned investor, they select one of their tailor-made portfolios to suit your needs. The Moneyfarm Stocks and Shares ISA allows you to grow your medium-term savings tax-free, with the flexibility to withdraw or transfer funds whenever you want.
A Moneyfarm Stocks & Shares ISA considers your savings goals, appetite for risk and other key factors in order to build out a portfolio that works for your time horizon.
What Is the Investment?
Globally diversified investments, across a range of low to higher risk assets best suited that meet the criteria your risk profile.
Moneyfarm use Saxo Bank as their custodian. Investments are eligible for protection under the Financial Services Compensation Scheme, meaning in the unlikely event that Moneyfarm should be declared bankrupt, your investments are eligible for compensation up to the value of £50,000.
Who Chooses the Investment?
Moneyfarm offers a complete solution to wealth management, meaning that your exact portfolio investments will be determined and allocated solely in-house, using Moneyfarm’s investment team. Moneyfarm solely use high quality and low cost ETFs. You invest and Moneyfarm do the rest.
Is the Platform FCA Regulated?
Yes, Moneyfarm is regulated by the Financial Conduct Authority, authorisation no. 629539.
What Type of Investor is this for?
Moneyfarm portfolios are accessible by both smaller and larger investors, with the first £15,000 managed free, and no additional management fees after £1,000,000.
Is early exit possible?
Yes, you can withdraw from your Moneyfarm account at any time. There are no costs to set up an account, close the account or to disinvest.