Our fees explained
Like other investment managers Nutmeg charges a fee for managing your investments. This is based on a percentage of your portfolio value. But rather than burying our fees in the small print, we want to be clear and upfront about what we charge.
With investment, your capital is at risk.
Our fees
As with any investment, there are underlying costs. At Nutmeg, there are no set-up, transaction, trading or exit fees. Simply enter an amount below to see how much you would pay across each of our four investment styles.
Fully Managed
per week
Nutmeg fees
0.75% up to £100k, 0.35% beyond
Fund costs
+Average investment fund cost: 0.21%
Market spread
+Average market spread: 0.08%
Smart Alpha
per week
Nutmeg fees
0.75% up to £100k, 0.35% beyond
Fund costs
+Average investment fund cost: 0.33%
Market spread
+Average market spread: 0.08%
Socially Responsible
per week
Nutmeg fees
0.75% up to £100k, 0.35% beyond
Fund costs
+Average investment fund cost: 0.33%
Market spread
+Average market spread: 0.08%
Fixed Allocation
per week
Nutmeg fees
0.45% up to £100k, 0.25% beyond
Fund costs
+Average investment fund cost: 0.18%
Market spread
+Average market spread: 0.08%
With investment, capital is at risk
Choose your investment style
All four Nutmeg investment styles are built by experts and use ETFs to diversify across stocks, bonds, and commodities. Choose the one that works for you.
Fully Managed
Proactively managed portfolio
These portfolios are proactively managed by our experienced investment team. This means they will regularly make strategic adjustments to try and protect against loses and boost returns.
0.75% up to £100k, 0.35% beyond
+Average investment fund cost: 0.21%
+Average market spread: 0.08%
Smart Alpha
Powered by J.P. Morgan Asset Management
J.P. Morgan Asset Management adapts your portfolio during changing market conditions, while using their in-house research to select securities with the aim of delivering better returns.
0.75% up to £100k, 0.35% beyond
+Average investment fund cost: 0.33%
+Average market spread: 0.08%
Socially Responsible
With a focus on the environment and society
Our socially responsible portfolios (SRI) are tilted towards companies and bond issuers that have high environmental, social and governance (ESG) standards. Like Fully Managed, these portfolios are proactively managed by our experienced investment team.
0.75% up to £100k, 0.35% beyond
+Average investment fund cost: 0.33%
+Average market spread: 0.08%
Fixed Allocation
Assets without intervention at a low cost
These portfolios are designed to perform without intervention. By that, we mean we'll keep you invested in assets that match your risk level, and only review those assets once a year to make sure they're still right for you. Beyond that, we'll keep our hands off.
0.45% up to £100k, 0.25% beyond
+Average investment fund cost: 0.18%
+Average market spread: 0.08%
Most people ask us
When does Nutmeg charge fees?
Fees are charged monthly based on the annual rates.
When does Nutmeg charge fees?
Fees are charged monthly based on the annual rates.
We'll show you what you're paying and how it affects returns. Learn more about how and when we charge fees
Fees
Where are fees taken from?
Fees
Where are fees taken from?
Fees will automatically be deducted from your Nutmeg account — there's no extra payment to be made.
How is my Nutmeg fee calculated?
Fees are calculated daily at close of business.
How is my Nutmeg fee calculated?
Fees are calculated daily at close of business.
Fees are calculated daily based on the values and fee rates for your fixed allocation, fully managed or socially responsible pots at close of business, and then collected automatically once per month.Learn more about how we calculate fees
Can I withdraw anytime?
You can withdraw anytime from an ISA or general account. Only the child can withdraw from a Junior ISA, and only at 18.
Can I withdraw anytime?
You can withdraw anytime from an ISA or general account. Only the child can withdraw from a Junior ISA, and only at 18.
Our minimum suggested investment timeframe is three years. For pensions, government rules apply so you'll only be able to withdraw after age 55; however, you can transfer to another provider at any time. Lifetime ISAs carry additional withdrawal restrictions, as do Junior ISAs.
Arrange a call with client services
Arrange a call with client services
Our team of specialists can help answer any questions you may have.