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Try an IG Smart Portfolio

Fill in the fields below to project the performance of your portfolio
and see your total cost of ownership (TCO) up front.

Remember: the value of investments can go up or down. You could get back less than you invest.

Risk appetite

IG management fees

% ( / week)

+

Total expense ratio (TER) of ETFs

% ( / week)

+ Spread costs of %

=

Total cost of ownership (TCO)

% ( / week)

You could reach your target of by

On your target date, the estimated value of your portfolio is

Our management fee is quoted annually for greater clarity, but is calculated daily and charged on a monthly basis. The cost of an ETF is automatically deducted from its performance, so is not directly charged to you.

Clients do not pay dealing commissions. Transaction costs are almost exclusively due to the small difference between market BUY and SELL prices (the ‘bid-ask spread’). We estimate those to be 0.07% across the portfolios; 0.06% for IG dealing in ETFs and 0.01% for costs within the ETFs.

Projected performance is estimated and not a reliable indicator of future returns. The real returns of your portfolio will vary from the estimates shown. Projected performance is estimated and not a reliable indicator or a guarantee of future returns. The real returns of your portfolio will vary from the estimates shown. Projected performance is shown on a total return basis, in sterling, taking into account the impact of fees. Every investment decision should be based on a thorough analysis of market conditions and the prospective investment itself. We’ve calculated our projection by using the historic performance of funds and market indices which have historically behaved in a similar way to the ETFs in your proposed portfolio. Projected and past performance are both useful, but both have limitations as no one knows how markets will act in the future. Projections should be treated as estimates and considered along with other factors before you invest.

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