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Fund Supermarkets

 

What are fund supermarkets?

Fund Supermarkets are typically a web site that can provide an alternative, more convenient way of investing in collective investment funds.  Like a real life supermarket, the on-line counterparts have different goods on offer and services, size and costs vary greatly.

 

Who are fund supermarkets suitable for?

In short, anyone for whom the underlying investment is suitable.

 

What are the benefits?

Differences can be found in the number of funds on offer, services and functionality.  Most do not offer advice but do provide research tools to help you decide which funds to invest in.  Many offer substantial discounts on the initial charges (or set up charge) or the fund.  Ongoing charges, such as annual fees are very rarely discounted.  Supermarkets offer ISA wrappers, thereby allowing you to mix funds from several different management groups into one ISA wrapper.  Many accept ISA and PEP transfers. 

 

What are the risks?

 

The risks associated with fund supermarkets reflect the inherent risks involved with the underlying asset class within the funds chosen.

 

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