Are you comfortable with service fees that Fidelity charges on mutual funds, investment trusts and individual shares?My portfolio looks like this at the moment:
Fidelity Index World Fund P Accumulation - 80%
Legal & General Global Technology Index Trust - 10%
Fidelity Funds - Global Technology Fund W-Acc-GBP - 10%
0.35% p.a. on anything up to £250k, 0.20% investments above £250k. 0.35% annually will make quite a dent into your returns over long term.
You might want to consider switching into ETFs instead as they are exempt from the service fee and you'd only pay £7.50 flat monthly fee regardless of how much you have in your account.
Statistics: Posted by pennywiser — Mon Jul 08, 2024 2:49 am — Replies 22 — Views 3688