No account setup or exit fees
Unlimited, free withdrawals
Unlimited, free transfers between portfolios
Rebalancing, transaction, and re-optimisation costs included
For General Investing, Goal-based Investing, Income Portfolio, and Thematic Portfolios
Blended rate: 0% p.a.
We don’t include your Simple balance as part of your overall investments under management when we calculate your fee with us.
Net fee charged by underlying fund manager, embedded in the projected rate
Difference earned from lower fees