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. The figures above are based on the average fees and charges, weighted by the amount invested within each of the SCM GBP Portfolios as at 31st December 2017. When investing via the Hubwise SIPP, an additional charge is made of 0.1%+VAT subject to a minimum annual charge of £15+VAT and a maximum annual charge of £50+VAT. An additional fee of £125 +VAT applies to any SIPP that is in drawdown. Other fees for work in relation to for commercial property, divorce & death for example are available on request and will be quoted to you before any work is carried out.
|12m > 30.06.18||12m > 30.06.17||12m > 30.06.16||12m > 30.06.15||12m > 30.06.14||12m > 30.06.13||12m > 30.06.12||12m > 30.06.11|
|SCM Bond Reserve (GBP)||-2.5%||5.6%||13.6%||3.3%||1.0%||3.4%||8.3%||N/A|
|SCM Absolute Return (GBP)||3.8%||14.9%||6.5%||4.0%||5.5%||9.7%||-2.3%||14.4%|
|SCM Long-Term Return (GBP)||5.8%||17.1%||8.0%||5.7%||6.4%||12.9%||-2.5%||17.8%|
The SCM Absolute Return and Long-Term Return portfolios commenced on the 8th June 2009
The SCM Bond Reserve portfolio commenced on the 1st June 2011
Source: SCM Direct
Past performance should not be seen as a guide to future returns.
The value of investments and the income from them can go down as well as up
and investors may not recover the amount of their original investment.
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