Aberdeen ISA (Lump Sum)
discounts are:
| Fund | Initial Charge (%) | Discount (%) |
Saving on a Lump Sum of £10,680
| Initial Cash Rebate? |
| Aberdeen American Equity | 4.25 |
4.25
|
£453.90
|
|
| Aberdeen Asia Pacific | 4.25 |
4.25
|
£453.90
|
|
| Aberdeen Asia Pacific and Japan | 4.25 |
4.25
|
£453.90
|
|
| Aberdeen Corporate Bond | 4.25 |
4.25
|
£453.90
|
|
| Aberdeen Emerging Markets | 4.25 |
4.25
|
£453.90
|
|
| Aberdeen Ethical World | 4.25 |
4.25
|
£453.90
|
|
| Aberdeen European Equity | 4.25 |
4.25
|
£453.90
|
|
| Aberdeen European Frontiers | 4.25 |
4.25
|
£453.90
|
|
| Aberdeen European Sml Cos | 4.25 |
4.25
|
£453.90
|
|
| Aberdeen Japan Growth | 4.25 |
4.25
|
£453.90
|
|
| Aberdeen Latin American Equity Fund | 4.25 |
4.25
|
£453.90
|
|
| Aberdeen Managed Distribution | 4.25 |
4.25
|
£453.90
|
|
| Aberdeen MM Balanced Mgd Ptfl | 4.00 |
4.00
|
£427.20
|
|
| Aberdeen MM Cautious Mgd | 4.00 |
4.00
|
£427.20
|
|
| Aberdeen MM Constellation | 4.00 |
4.00
|
£427.20
|
|
| Aberdeen MM Diverdified Alpha Portfolio | 4.00 |
4.00
|
£427.20
|
|
| Aberdeen MM Emerging Markets Ptfl | 4.00 |
4.00
|
£427.20
|
|
| Aberdeen MM Equity Managed | 4.00 |
4.00
|
£427.20
|
|
| Aberdeen MM Ethical | 4.00 |
4.00
|
£427.20
|
|
| Aberdeen MM Intl Growth Ptfl | 4.00 |
4.00
|
£427.20
|
|
| Aberdeen MM Multi Asset Distribution Ptfl | 4.00 |
4.00
|
£427.20
|
|
| Aberdeen MM Sterling Bond Ptfl | 4.00 |
4.00
|
£427.20
|
|
| Aberdeen MM UK Growth Ptfl | 4.00 |
4.00
|
£427.20
|
|
| Aberdeen Multi Asset | 4.25 |
4.25
|
£453.90
|
|
| Aberdeen Property Share | 4.25 |
4.25
|
£453.90
|
|
| Aberdeen Responsible UK Equity Fund | 4.25 |
4.25
|
£453.90
|
|
| Aberdeen UK Equity | 4.25 |
4.25
|
£453.90
|
|
| Aberdeen UK Equity Income | 4.25 |
4.25
|
£453.90
|
|
| Aberdeen UK Mid Cap | 4.25 |
4.25
|
£453.90
|
|
| Aberdeen UK Smaller Companies | 4.25 |
4.25
|
£453.90
|
|
| Aberdeen Wld Gth & Income | 4.25 |
4.25
|
£453.90
|
|
| Aberdeen World Equity | 4.25 |
4.25
|
£453.90
|
|
Your discount usually results in more of your money being invested so that you end up with extra units or shares. If your discount is given by cash rebate this will be shown as 'Yes' in the rebate column of the table.
How we save you money
We can help you avoid most, often all the initial charge you usually pay, saving you as much as £587.40 on your £10,680 ISA. You save 100% of the initial charge on ISAs from Artemis, Jupiter, Invesco Perpetual and more...
When we arrange investments for you, we almost always give up all our initial commission - typically 3% - and negotiate further discounts for you.
Our aim is to maximise the amount of money invested for you from the start. In fact, we can ensure 99.5% or more of your money is put to work straight away in about 700 funds - i.e. you’ll pay an initial charge of 0.5% or less on these.
How you receive your discount
- Discounted Charge/Price - most investments are arranged with a discounted charge or lower price. Either way, you end up with more units or shares.
- Cashback - sometimes our discount is more than the initial charge. In this case, you pay no initial charge - 100% of your money is invested - and the balance is paid to you in cash.
ISA Transfers/Monthly Savings: The discounts above also apply to ISA Transfers. We recommend Cofunds or FundsNetwork for monthly savings because they offer the same discounts as lump sum investments. Otherwise you usually
save 3%.