An easy way to track the value and performance of all your funds FREE, instant, secure and could pay you money too!

  • No need to invest, transfer or change your investments
  • Tailored to your own portfolio
  • Covers ISAs, Funds, Offshore Funds, Pensions, Insurance Funds & Shares
  • Includes the best known investment firms and platforms/fund supermarkets
  • Free to use – for all investors
  • Discounted Initial Charges – save up to 5.5% when you invest
  • Annual Cashbacks - a 50% share of the total renewal commission from your new and existing investments

Most popular for ISAs and Funds

5.25% Initial Charge reduced to 0%

50% Share of Renewal Commission

Valuation and Fund monitoring:


No Initial Commission on ISAs or Funds

50% Share of Renewal Commission

Valuation and Fund monitoring:


No Initial Commission on ISAs or Funds

50% Share of Renewal Commission

Valuation and Fund monitoring:


5% Initial Charge reduced to 0%

50% Share of Renewal Commission

Valuation and Fund monitoring:


5.25% Initial Charge reduced to 0%

50% Share of Renewal Commission

Valuation and Fund monitoring:


4% Initial Charge reduced to 1% (A Class) or No Initial Charge with 1.5% cashback (X Class)

50% Share of Renewal Commission

Valuation and Fund monitoring:

Company Initial Charge Renewal
to Share
Save Pay
Aberdeen 4.25% 0% 0.5% p.a.
Allianz Global 3% 0% 0.5% p.a.
Artemis 5.25% 0% 0.5% p.a.
Axa Framlington 5.25% 0% 0.5% p.a.
BlackRock 5% 0% 0.5% p.a.
F&C 4% 1% 0.5% p.a.
Fidelity 3.5% 0.5% 0.5% p.a.
First State 4% 0% 0.5% p.a.
Franklin Templeton 4% 1.5% 0.5% p.a.
Henderson 4.5% 0.5% 0.5% p.a.
Ignis 4.25% 1% 0.5% p.a.
Invesco Perpetual 5% 0% 0.5% p.a.
Investec 3.75% 0.75% 0.5% p.a.
JP Morgan 4.25% 0% 0.5% p.a.
Jupiter 5.25% 0% 0.5% p.a.
Legal & General 5% 0% 0.5% p.a.
Liontrust 4% 1% 0.5% p.a.
M&G 4% 1% 0.5% p.a.
Marlborough 4% 1% 0.5% p.a.
Neptune 5% 0% 0.5% p.a.
Newton 4% 0% 0.5% p.a.
Rathbone 4.5% 1% 0.5% p.a.
Schroders 5.25% 0% 0.5% p.a.
Standard Life 4% 1% 0.5% p.a.
Threadneedle 3.75% 0% 0.5% p.a.
Unicorn 5.25% 0.25% 0.5% p.a.
These are typical charges and savings for lump sum investments - inside and outside ISAs. Click here to check discounts by fund.

CommShare doesn't give investment advice. If you're unsure about suitability, you should seek professional advice. Past performance of an investment is not a guide to future performance. The value of investments or income from them can go down as well as up. You might not get back the amount you invest. Current tax levels and reliefs will depend on your individual circumstances.

  • CommShare Ltd, Marlowe House, 109 Station Rd, Sidcup, Kent, DA15 7ET
  • Tel: 020 8308 1308 | Fax: 020 8308 1304
  • email: info@commshare.com

CommShare Ltd is Authorised and Regulated by the Financial Services Authority.