Under the assumptions shown, the lowest calculable charge among the mutually comparable covered brokers is £0.00. This excludes the material costs listed below, and cost alone does not determine whether a broker meets your needs.
Last calculated · Oldest material source verification · Status: published
Complete assumptions
The portfolio value is the modeled average for the year. Contribution growth is not used to infer a different average.
Every fixed input used by the shared annual-cost calculator
Country and currency
United Kingdom · GBP
Account type
Stocks and Shares ISA
Required investments
Funds
Modeled average portfolio value
£50,000.00
New contribution each month
£0.00
Stock/share/ETF purchases each month
0
Fund purchases each month
1
Opening options contracts each month
0
Overseas-currency purchase value each month
£0.00
Full outgoing transfers in the year
0
Modeled period
12 months; monthly activity is multiplied by 12
Rounding convention
Integer minor units; percentage charges use half-up rounding unless a sourced provider rule specifies otherwise
Bid–ask spreads, taxes, regulatory levies, fund ongoing charges, market-data subscriptions, margin interest, cash interest and investment performance are outside the v1 fee model.
Provider-specific charges outside the selected activity may apply; a calculated zero is not a claim that the account is free to use.
The selected fund, its ongoing charge figure, initial charge and any fund-specific transaction-fee eligibility are not modeled.
Eligibility and coverage
10 covered brokers were evaluated. 2 have mutually comparable modeled calculations; 5 have a material calculation gap; 2 have unknown eligibility; and 1 are ineligible for a selected requirement. Not every broker in the market is covered.
Comparable calculated charges
Ordered by calculable total, with alphabetical tie-breaking. There are no numeric ranks. The lowest annotation applies only to this fixed, current scenario.
Calculated charges among mutually comparable covered brokers
Complete for selected modeled categories · currentCalculation details for Dodl
Account · £75.00
0.15% × 5000000 minor-unit portfolio value = 7500 minor units after half-up rounding; × 1 per year charge(s) = 7500 minor units. Published minimum/cap did not change this charge.
The annualized £12 minimum assumes the £1 monthly minimum applies for 12 months.
Material limitation: Trading 212 charges 0.15% FX; taxes and exchange or regulatory fees can apply.
Why 1 covered broker is ineligible
InvestEngine: The official product scope explicitly excludes this investment type.
Modeled fee categories: Account, Fund purchases.
Why the modeled charges differ
Percentage platform charges grow with the modeled portfolio value, while a per-purchase charge depends on the fixed count of 12 fund purchases.
account lines: The account-charge line applies each calculable platform rule to the £50,000 modeled average value, including published minimums or caps where modeled.
fund purchases lines: The fund-purchase line repeats a calculable per-purchase rule 12 times; fund-specific charges that need a named fund remain incomplete.
Change these assumptions
Open the calculator with this exact country, account, investment, portfolio, monthly activity, FX, transfer, and 12-month setup already filled in.
