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Understanding the investment charges on your investment report

The charges summary in your investment report shows HL account charges, and any investment charges. Here’s how investment charges break down.

Incidental costs

Incidental costs primarily include performance fees, where applicable.

Transaction costs

Transaction costs are those incurred by the fund manager whilst dealing on behalf of the fund.

Investment charges on shares

The investment charges section includes government charges such as stamp duty or stamp duty reserve tax, PTM levy, and Financial Transaction Tax (charged on certain French, Spanish, and Italian equities). These charges can apply to share purchases including regular savings and dividend reinvestments.

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