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Moneyfarm
Moneyfarm is one of the oldest robo-advisers on the market.
This well-established Italian firm is also known for its partnership with investment giant, M&G.
It offers a discretionary investment service with the option of advice and provides ISAs, JISAs, general investments and pensions. Investors fill out a questionnaire on their attitudes to risk and are given an investor profile and recommended a portfolio.
Available products & wrappers
| General investments | ISAs | Lifetime ISAs | Junior ISAs | Pensions & SIPPs | Junior pensions & SIPPs | Other |
|---|---|---|---|---|---|---|
Table of charges
| Platform charges | Product charges | Other charges | |
|---|---|---|---|
| £500 - £10,000 | 0.75% | ||
| £10,001 - £20,000 | 0.70% | ||
| £20,001 - £50,000 | 0.65% | ||
| £50,001 - £100,000 | 0.60% | ||
| £100,001 - £250,000 | 0.45% | ||
| £250,001 - £500,000 | 0.40% | ||
| £500,001+ | 0.35% | ||
| Average underlying fund fees | 0.20% | ||
| Market spread | Up to 0.09% |
Minimum investments
| Lump-sum | Top-ups | Monthly |
|---|---|---|
| £500 | £100 |
Compare + Invest review of Moneyfarm
| Products & wrappers | Research & guidance | Charges | Overall rating |
|---|---|---|---|
Good product range coupled with useful resources and features. Clean and easy to navigate.
