The Fee Structure

We aim to treat our investors as partners and provide excellent value for money.
We will not charge investors a management fee. Investors will only incur a performance fee. If the fund doesn’t perform, investors don’t pay fees. We think that’s fair.

Option 1

20% of the gain above a UK CPI hurdle 

Option 2

27% of the outperformance versus a composite index (50% FTSE All Share Total Return & 50% MSCI World)

There is also a “Founder’s Fee” discount available for those that invest within 3 months of inception on 1st August 2018.