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SMART COMMON SENSE MODERN
investment management
Success is driven by a powerful combination of evidence, experience and ethics. With our Founders investing significant amounts of their own money alongside clients on exactly the same terms and fees.

Why trust SCM Direct?

SCM Direct offers a refreshingly straightforward investment approach that is underpinned by a compelling combination of Nobel Prize winning academic thinking from three eminent investment gurus: Graham, Markowitz and Sharpe and our fund manager, Alan Miller’s 28 years’ experience as one of the UK’s most highly respected fund managers. 
 
No-one can predict the future but through balancing Cost, Risk and Return – we can provide consistent investor returns, especially in today's more volatile global markets.

Fees - Nothing to hide

SCM Direct Charges - 100% Transparent

  • 0.48

    per annum

    scm annual management fee 0.4% + vat

  • 0.2

    per annum

    Administration & Custody Fee

  • 0.3

    per annum

    Typical underlying ETF charges

  • 0.15

    per annum

    Typical trading costs

  • 1.13

    per annum

    total cost of investing

No performance fees, no adviser charges, no initial charges and no exit penalties.
Fees will vary according to the current selection of ETFs and current levels of trading activity, latest fees shown in all monthly factsheets.

Cost Calculator

Important: This is a simulation tool not a forecast. It takes your assumptions regarding amount to invest, your expected return on investment and time period. It is important that you pick a realistic return that you expect to be achieved. The comparisons are for illustrative purposes only and assume the same return before any fees or charges for the various comparisons. This simulator is not an indicator of how your chosen SCM portfolio will actually perform, which will be dependent on future markets and future decisions.

  • 1.
    Enter your
    Parameters

  • 2.
    Choose a
    Portfolio

  • 3.
    Compare our
    Portfolios with Others

1. Enter your Parameters

IMPORTANT: THESE ARE YOUR ASSUMPTIONS

Please note. The value of investments can go down in value as well as up, so you could get back less than you invest. It is therefore important that you understand the past performance is not a guide to future returns. Exchange rates may cause the value of overseas investments and the income arising from them to rise or fall. SCM Direct does not give personal advice. We aim to provide investors with simple, understandable information so they can make fully informed decisions. If you are unsure about the suitability of our investment portfolios, please contact an independent financial adviser.

2. Choose a Portfolio

The SCM Bond Reserve Portfolio (GBP)
commenced on 1st June 2011.

Please note. The value of investments can go down in value as well as up, so you could get back less than you invest. It is therefore important that you understand the past performance is not a guide to future returns. Exchange rates may cause the value of overseas investments and the income arising from them to rise or fall. SCM Direct does not give personal advice. We aim to provide investors with simple, understandable information so they can make fully informed decisions. If you are unsure about the suitability of our investment portfolios, please contact an independent financial adviser.

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