Moneybox funds
Introducing Moneybox funds - a new way to invest. Ready-made, managed by experts, and with our lowest service fee yet - they’re designed to make investing effortless for everyone.
What are Moneybox funds?
Moneybox funds are our own range of ready-made, multi-asset investment funds - offered in partnership with and actively managed by the experts at Amundi, the largest European investment manager. Their eight-person team each average 17 years of experience in the industry.
There are three Moneybox funds to choose from - Cautious, Balanced, and Adventurous - and each lets you invest in thousands of assets at once at a risk level you choose.
Pick the risk level that’s right for you
Cautious
Invests mainly in bonds for lower risk but also lower potential return. Good if you want a gentler start.
Balanced
Invests in a mix of bonds and stocks for an even split of risk and reward.
Adventurous
Invests mainly in stocks for higher potential return with higher short-term movement.
Great value, without surprises
You'll pay our lowest service fee yet with Moneybox funds - meaning more of your money stays with you.
Service fee: 0.15% (vs 0.45% for other funds on our platform).
Fund fee: 0.29% (this varies by provider for other funds on our platform)
We also waive our £1 monthly subscription fee if you have £5k or more across Moneybox investing accounts, or if you have £5k or more in a Cash ISA, Open Access Cash ISA, and/or Simple Saver.
Example of what you’ll pay
Our lowest service fee at 0.15%, plus a 0.29% fund fee. That's £4.40 a year for every £1,000 invested, compared to £7.40 when investing with other funds we offer (assuming the same 0.29% fund fee and the higher 0.45% service fee for other funds on our platform).*
‘The investment options are well-structured for both beginners and experienced investors.’
Collins, Trustpilot
Fees for Moneybox funds
Monthly subscription fee Free for the first three months, or for customers with £5k or more across their Moneybox investing accounts, or £5k in their Cash ISA, Open Access Cash ISA or Simple Saver. | £1 |
Service fee for Moneybox funds Charged monthly. This is 0.45% for other funds on our platform. | 0.15% |
Annual fund provider costs Also called the ‘fund fee’. This varies by provider for other funds on our platform. | 0.29% |