Cashback Calculator

See how much you could save with initial discounts and annual cashbacks on new and your existing fund investments.

Please enter details of new lump sum fund investments, and/or ISA Transfers, and/or your existing fund investments.

Tip: You can add as many new and existing investments as you like in one go to see how much you could save in total.

Company:
Investment Type:
Product Type:
Amount (£):  
Using Fund Manager Using Cofunds
Initial Discount Renewal Initial Discount Renewal
4% 0.5% 4% 0.5%

The annual cashback amounts quoted are not guaranteed. However, they are representative of amounts you could expect to receive on most equity funds. Annual cashbacks for bond, index or cash funds are likely to be less, nil in some cases, because of lower rates of renewal commission.

Because renewal commission is paid in arrears, your cashback will be lower in the first year. However, this means you will receive a cashback the year after you sell or transfer your investments elsewhere.

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