Inclusive Charges
Introduction
Vanquish operates on an all inclusive charging structure so you always know exactly what you are paying and do not have to cross reference different documents. There are no extra costs for platform, tax wrappers or financial and tax planning.
Our Charges
Each portfolio range provides a different level of management and you can find out more about this here.
Whichever approach you select, personalised support, financial and tax planning assistance and all platform costs (including SIPP, ISA and GIA accounts). There are no additional charges for these.
Vanquish Index
We manage the underlying index and fixed interest exposure, rebalancing this regularly for you.
There is no initial charge, no exit charge and a flat 0.65% annual management fee. This is the equivalent of £6.50 a year for each £1,000 invested, so if your £1,000 grows to become £2,000 your charge will therefore become £13.00.
Vanquish Active Stocks
We identify the sectors, undertake all research and analysis to identify and manage the individual stocks within.
There is no initial charge, no exit charge and a flat 0.85% annual management fee. This is the equivalent of £8.50 a year for each £1,000 invested, so if your £1,000 grows to become £2,000 your charge will therefore become £17.00.
Vanquish LifeStages
We manage the investment selection for you, taking from both active stocks and index trackers and amending this over time in line with market conditions and your chosen risk/reward level.
There is no initial charge, no exit charge and a flat 0.95% annual management fee (with the exception of Money Markets at 0.45%). This is the equivalent of £9.50 a year (or £4.50) for each £1,000 invested, so if your £1,000 grows to become £2,000 your charge will therefore become £19.00 (or £9).
Vanquish Lifestyle
We manage everything for you, including the appropriate level of risk/reward at each step of your investment journey.
There is no initial charge, no exit charge and a flat 1% annual management fee. This is the equivalent of £10 a year for each £1,000 invested, so if your £1,000 grows to become £2,000 your charge will therefore become £20.