Performance fee

To maximise the potential of our Multi Manager fund range, all three funds include a performance fee. This provides an additional incentive for fund managers to continually improve on their performance which in turn can help your customer achieve greater long-term returns.

The performance fee is in addition to the normal fund management charges. The method of calculating is the same for all products and tax wrappers.

The advantage of investing in a fund with a performance fee

• The fund manager is motivated to continually improve upon the performance of the fund.
• The fee helps us attract high quality fund managers for greater potential performance.
• If a performance fee is not earned, fees are kept to a minimum.
• For a full explanation of the performance fee, please download our Guide to the Performance Fee.

Charges

The fund management charges will differ depending on the product or tax wrapper you select. Details of the fund management charges and other charges that apply can be found in the relevant Key Information or Key Features. The performance fee is in addition to these charges. The method of calculating the performance fee is the same for all products and tax wrappers.