Fees
Partner with SCM Direct to offer your clients award-winning, transparent, and low-cost investment solutions.
SCM Private was started in June 2009 by Alan and Gina Miller. Over the last 15 years, SCM Private has never diluted the focus and foundations of innovation, disruption, and corporate responsibility the company was founded and built on.
As vocal consumer campaigners determined to improve investor outcomes, SCM has produced extensive research. We have called out failings by both the self-interested industry trade bodies and the regulator, challenged anti-consumer behaviours in respect of research costs, closet index tracking, liquidity and mis-pricing, hidden fees, fund labelling, and lack of investment and holdings transparency.
Our model portfolios can be found on the M&G, 7IM and Transact Platforms.
Fees will vary according to the current selection of ETFs and current levels of trading activity.
Latest fees are shown in all monthly fact sheets. The fees below are updated annually:
Total Cost before Adviser & Platform fees.
Ongoing Charges (OCF) are NOT the full cost of investing. That’s because it does not include transaction costs at individual fund level.
Research by the CFA Institute found more than two-fifths of Value Assessment Reports failed to state the ongoing charges figures at this level. This is key information for retail investors.
SCM is aware that it can be difficult for Advisers to find out this cost information for clients’ portfolios. So, we offer a FREE IFA FEE Analysis Service for Model Portfolios.
Often undisclosed at fund level
Access detailed factsheets and market commentary for all our model portfolios.
Whether you’d like to receive our IFA due diligence document, request a fee analysis, or discuss how SCM Direct can support your clients, we’re here to help.
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