One of my largest savings is now valued at about £30k, in a Standard Life Stocks & Shares ISA (Equity Income Trust). They are about to switch this to another company called Alliance Trust Savings. I'm put off by the extra annual £75 charges, and the fact that I have no Alliance performance history to assess.
At this page
I read that
"The deal leaves just five investment trust groups offering no-charge
savings schemes into their investment trusts. They are: Aberdeen Asset
Management, Baillie Gifford, Fidelity, JPMorgan and Schroders."
First, can anyone comment on the accuracy of that please. My first
call was to Baillie Gifford who told me that their ISAs have an annual
charge of £32.30 +VAT. So not 'free', which makes me sceptical of that
Any comments/observations/opinions/web links that might help me find
and assess a new home for my ISA would be much appreciated please.
- posted 4 years ago