How Managed Direct Works
A SIMPLE ONLINE PROCESS TAKING
ONLY A FEW MINUTES
INVESTMENT STRATEGY
The portfolio tool will show the investment strategy, past performance, geographical and asset allocation breakdown of your portfolio.
ANY QUESTIONS,
PICK UP THE PHONE
Whilst Managed Direct is refreshingly straight forward and intuitive to use we are always here to answer your questions and provide support, information and guidance. We also always remain on hand to offer you full financial advice should you need it.
CHARGES
There is a one-off transaction fee of 1.5% to process investments and then a low and fully inclusive annual management charge of 0.87% , plus 0.5% paid to Brancaster House Ltd as an annual support fee.
All calculations above assume 7% annual growth before charges.
