Benefits of the Global Equity Tracker
- You can move in and out of the markets quickly
and at considerably less cost than any other globally diversified
portfolio approach can permit
- No stamp duty
- Fairbairn Private Bank will actively monitor the geographical
allocation in line with the benchmark, review this at least
quarterly and realign where necessary
- Regular savings are possible through a quarterly, six monthly
or annual standing order that is invested (free of commission) on
the quarterly review dates. Alternatively, lump sum
investments can be made at anytime subject to a commission charge
of £250.
The total cost charged by Fairbairn
Private Bank can therefore be lower than 0.5% per annum inclusive
of all custody holding fees and is therefore comfortably
contained within the 1% p.a. charge recommended by the Sandler
Review. Costs can have a significant impact on the returns of
long-term investors and for this reason it makes perfect sense to
look at all inclusive, cost effective investment vehicles such as
the Focus Investor Global Equity Tracker.