Back to dashboard
Costs and charges
The following illustration shows how much it might cost if you invest £5,000
assuming 5.00% growth in a:
| Type of charge | Year 1 | Year 2 | Year 3 | Year 4 | Year 5 | Total |
|---|---|---|---|---|---|---|
| £24.63 | £18.22 | £18.78 | £19.36 | £26.90 | £107.89 | |
| £100.45 | £77.80 | £80.20 | £82.68 | £85.20 | £426.35 | |
| Total charges | £125.07 | £96.03 | £98.99 | £102.04 | £112.10 | £534.24 |
| Average annual charge | 2.48% | 1.84% | 1.84% | 1.84% | 1.97% | 2% |
| Illustrative value | £5,121.23 | £5,279.09 | £5,441.81 | £5,609.56 | £5,775.52 | £5,775.52 |
| Illustrative value with no charges applied | £5,250.00 | £5,512.50 | £5,788.12 | £6,077.53 | £6,381.41 | £6,381.41 |
Data policy - All information should be used for indicative purposes only. Please check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Data for investment provider and government charges is provided by Broadridge.