• Our charges and fees

    We have one set of charges and fees across both our Stocks and Shares ISA and Trading Account to keep things simple.

    Our crystal clear price promise

    At AXA Self Investor we’re committed to keeping our pricing transparent with no hidden charges, so you always know what you’re paying for. That’s our crystal clear price promise.

    What you'll pay with AXA Self Investor:

    • Our account charge
    • Annual management charges to the fund manager
    • Fund manager entry and exit charges on certain funds

    We won't charge for any of the below, but other providers may charge:

    • To transfer out
    • Separate transaction fees
    • A fee to close your account
    • What is the account charge?

      Our account charge is a charge payable to us to carry out investment transactions on your account. The charge is based on a percentage of your total investment amount across all your AXA Self Investor accounts, including any cash.

      Our standard account charge is:

      • 0.35% p.a. if you have up to £250,000 invested
      • 0.20% p.a. if you have £250,000 or more invested

      Don't forget the value of your investments can go down as well as up and you could get back less than you invest.

      Our charges

      For a full explanation of our charges download our PDF

      Charges information

      Existing investors can find this in the literature section of their online account.

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  • How are the charges taken?

    Our account charge

    This is calculated daily and the combined total of these daily amounts is taken at the end of each month, starting 1 month from when you first invest.

    It'll be taken from any cash held within your account, or, if there's not enough cash available, we'll automatically sell units or shares from your least volatile fund to raise a minimum of £10. Any leftover cash will be left in your account to cover any future charges.

    If we do have to sell any units, a contract note will be added to your document library and you'll receive an email to let you know it's there.

    The fund manager charge

    The fees and charges relating to the Ongoing Charges Figure are automatically deducted when calculating the fund's daily unit or share price. This means that you won't see the charge taken as a separate amount.

    Fund entry and exit charges are taken into account when calculating the price that you buy or sell units in a fund, so you won't be charged for these separately.

  • Charges from the fund manager

    Annual management charge

    An annual management charge is an ongoing charge made by the fund manager for managing the investment of a fund and will vary between funds. It's set as an annual percentage and a fraction of this is deducted, along with any additional fees and expenses, from the value of the fund when calculating the daily price of shares or units. For more information on these please see the Charges information PDF.

    Ongoing Charges Figure (OCF)

    We refer to a fund's OCF which combines a fund's annual management charge with the additional fees and expenses incurred in a fund's day-to-day administration.

    Details of a fund's annual management charge and Ongoing Charges Figure can be found in each fund's Key Investor Information Document (KIID). You'll find the KIID next to each fund in the fund selection tables.

    Entry and exit charges

    A fund manager may also apply an entry or exit charge each time an investor buys units in the fund and sometimes when they sell. We've negotiated no entry and exit charges on most of the funds in our range though there are a few exceptions.

    You can check if these apply to each fund by clicking on the 'Read more' link under the fund name when choosing your funds.