Online Investing
Become a client and get the
most out of BriceAmery Invest –
our quick, convenient way to
invest your funds
The value of investments can go down as well as up, and you may not get back the full amount you invest.
Simple to use
Choose how much you want to invest
and decide how much risk you want to
take and set up an online
account
managed by experts
These investments are run by an experienced team using tried and tested strategies
competitive fees
Our fees are simple, transparent
and competitive
Five funds to choose from
We have five funds to choose from, each with
a different level of risk and potential.
Please remember whatever approach you adopt, the value of investments can rise and fall, and you might not get back what you invest.
-
Low Risk
-
Low to Medium Risk
-
Medium Risk
-
Medium to High Risk
-
High Risk
Low risk
Fund 1
This fund provides the lowest-risk fund in the range, emphasising low-risk assets like bonds. The long-term asset mix is 80% Bonds, 18% Equity and 2% Cash.
why invest online with BriceAmery?
You take control
You can check how your investments are doing and change your asset allocation at any time, allowing you to manage your money in one place.
Your investments are well
diversified
Our experienced investment managers have built a globally diversified portfolio of shares, bonds and other assets to help you manage your assets.
The value of investments can go down as well as up, so you could get back less than you invest.
The availability and value of any tax reliefs will depend on your circumstances.
what it costs
| Fee | Detail | Amount |
| Initial Charge | To cover the cost of undertaking onboarding and allocating funds to the chosen investment. | 1% of the value of your investment |
| An ongoing charge | The annual cost to cover the cost of managing your investment | 0.50% of the value of your investments over a year |
| Platform fee, every three months | To cover the cost of administration and online access to your BriceAmery Invest account | 0.15% of the value of your investments over a year |
| Transaction costs | The cost of buying and selling shares and other investments that make up the fund. The fund manager will deduct these costs from the fund’s assets | 0.07% of the value of your investments |
Any changes to these costs will be announced to you before any charges are made.
How it works
Set up
Decide the fund
Monitor
are you eligible?
BriceAmery invest is available to clients
who are:
- Aged 18 or over
- Already a user of BriceAmery Online
- Will hold you investment for a minimum of one year
- Can be categorised as a Professional Investors or Market Counterparty, we do not serve Retail Investors.
If you are not a UK resident, speak to the investment management team to discuss options.
- Fees and charges apply.
- Full Terms & Conditions are available from your relationship manager.
- The value of investments and their income can go up and down, and you may not recover the amount of your original investment.
- Tax reliefs referred to are those applying under current legislation, which may change. Therefore, the availability and value of any tax reliefs will depend on your circumstances.
- It is important to know that our non-advised service through BriceAmery Invest does not provide investment advice or recommendations. The value of investments can go up as well as down, so you could get back less than you invest. Your capital is at risk. If you are unsure about an investment, you may wish to seek personal financial advice.
- If you have higher priority needs you should discuss this with the relationship manager before making an investment.