| Our services |
Investment service
The Evolve Investment Service is a fresh concept in personal investment. It has been made possible by the entrance into the UK market of two of the biggest and lowest cost names in fund management in the US and Evolve’s willingness to embrace great new ideas. It is designed for people with £50,000* or more of invested assets (such as ISAs, unit trusts and pensions) who want to set up a personalised investment portfolio, but don’t want to pay through the nose for it.
If you think that a typical fund such as a unit trust will charge you 1.5% p.a. or more in annual management fees, probably a hefty up front fee as well and, on average perform worse than the index that it is investing in (because of the high fees), you have to ask yourself whether this represents good value for money.
The Evolve Investment Service is designed to give you a well diversified portfolio AND personalised investment advice plus a whole host of other benefits, for less than what you would pay for a “typical” fund. We have access to institutionally priced funds from the likes of Legal & General and two of the biggest names in the US fund management industry, Vanguard and Dimensional Fund Advisors. Historically, such low cost funds have only been available to large “institutional” investors such as pension funds and charities.
Our fees start at 0.75% per annum of invested assets, reducing to 0.1% per annum for large portfolios.
Please call us on 0845 602 7875 quoting ‘Investment Service’ and we will send you a complimentary Information Pack including our Rate Card which explains our current fees. Alternatively please click here>> to send us a request or message.
* This service is also accessible to people with less than £50,000 in their portfolio but who will be investing £400 p/m or more into the portfolio.
