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Calculating the return on a tracker fund

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Comments

  • Fidelity at 0.1% (0.3% TER)?

    Or are there additional ISA management charges I haven't been able to spot?

    Mail - Fidelity and other low cost trackers
  • EdInvestor
    EdInvestor Posts: 15,749 Forumite
    Squaregain is pretty hard to beat.They offer Ishare trackers (cheaper than the fund variety at 0.3-0.5%) for no dealing charge, no stamp duty and a flat rate ISA fee of 25 quid a year.

    Squaregain tracker charges

    There is also a deal with L&G at present under which the AMC will be rebated on purchase of their popular tracker (and other funds) in an ISA.You would still have to pay the flat rate dealing charge of 12.50 and the 25 quid annual Squaregain ISA fee.

    [However if you can get someone to recommend you there, you both get 50 quid, so you can quite easily make an upfront profit.:)]
    Trying to keep it simple...;)
  • Pal
    Pal Posts: 2,076 Forumite
    That Fidelity fund is remarkably cheap. No idea whether it is any good at actually tracking (or even what it is supposed to track), and no idea about the "sneaky" charges that Ed mentions, but it is certainly worth a closer look for anyone looking for a tracker fund.
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