Hargreaves Lansdown
Skip main menu Accessibility Cookie policy | Investor relations | Contact us | Press | About us | Careers | Register for online access

Savings & discounts

New regulations have changed how investors are charged for holding funds. We have used the bargaining power of over 500,000 Vantage investors, to negotiate super-low cost funds for our clients. The average annual management charge for a Wealth 150 fund is 0.65%, and just 0.54% for a Wealth 150+ fund. We expect the average charge for the same funds through most other brokers will be 0.76%. On a typical transfer of £20,000 our super low cost units could save you up to £440 over the next 10 years. Please note, in common with other platforms there are charges to hold funds in Vantage.

Save up to 5.5% on new fund investments

We've negotiated special terms for our clients which allow us to discount most, if not all, the initial charge on more than 2,200 funds (typically between 3% and 5.5%). On a £10,000 investment for example, this could instantly save you as much as £550. This saving can make an even bigger difference to the value of your fund over the long-term.

The chart below shows the difference between a client investing with no discount, and a client investing through the Vantage Service with a full saving.

Transfer to Vantage chart

Please note this is not a projection of what the investment will grow to but a demonstration of the saving available.

Transfer to
Vantage now

Transferring your existing investments to Vantage couldn't be simpler. Complete a short transfer form, return it to us, then leave the rest of the transfer work to us.

Transfer now
in 3 easy steps »

Have a question?

Email us

Call us on 0117 900 9000



Hargreaves Lansdown is authorised and regulated by the Financial Conduct Authority.

Disclaimer | Important Investment Notes | Terms & Conditions | Privacy Policy | Site map | Send to a friend | Accessibility

Send this page to a friend

Email this page to a friend

Copy and paste the page URL for sending

http://www.hl.co.uk/funds/transferring-your-existing-investments/savings--and--discounts

Share this page on social media