Junior Wealth - Coming Soon
Junior Wealth is the smart, transparent and easy way to invest in your child’s future. At a fraction of the cost of traditional saving plans, we let you choose the investment style that shoots you best and register your account in minutes.
A TRANSPARENT FEE STRUCTURE
Here at XSpot we believe the fees have to be reasonable for the investor so his portfolio can grow over the years. We also believe in full transparency that’s why we will inform you about all fees right from the start. We will never hide fees from you.
Fees Type
Ongoing Fees
Management Fees
Performance Fees
ETF/MF Management Fees*
Custody Fees
Junior Wealth
Management Fees
0.60 %
Performance Fees
0.00 %
ETF/MF Management Fees*
0.15 %
Custody Fees
0.15 %
Bank A
Management Fees
0.00 %
Performance Fees
0.00 %
ETF/MF Management Fees*
2.98 %
Custody Fees
0.00 %
Bank B
Management Fees
0.00 %
Performance Fees
0.00 %
ETF/MF Management Fees*
2.74 %
Custody Fees
0.00 %
Bank C
Management Fees
0.00 %
Performance Fees
0.00 %
ETF/MF Management Fees*
1.82 %
Custody Fees
0.00 %
One Time Fees
Entry / Exit Fee
Corporate actions / Reports
Execution & Setttlement Fee
Entry / Exit Fee
0.00 %
Corporate actions / Reports
0.00 %
Execution & Setttlement Fee
0.10 %
Entry / Exit Fee
0.00 %
Corporate actions / Reports
0.00 %
Execution & Setttlement Fee
3.00 %
Entry / Exit Fee
0.00 %
Corporate actions / Reports
0.00 %
Execution & Setttlement Fee
2.50 %
Entry / Exit Fee
5.00 %
Corporate actions / Reports
0.00 %
Execution & Setttlement Fee
0.00 %
TOTAL FEES for year 1
1.00 %
5.98 %
5.24 %
6.82 %
*The table compares fees for Growth Plans from different providers using maximum fees charged and will be updated on a monthly basis. Last update 14/09/2020
** Comparison is with real banks operating in the region with active investment plans.
***In the calculation of `Total Fee for Year 1` we don`t apply an exit fee. In case client decides to exit the investment in year 1, Bank A would charge a maximum of 3.00% extra, while Bank B would charge a 2.50% exit fee extra.
****This is the fee charged within the investment from the issuer of either the Exchange Traded Fund or Mututal Fund used by the provider. These fees form part of the total fees levied in your investment.
** Comparison is with real banks operating in the region with active investment plans.
***In the calculation of `Total Fee for Year 1` we don`t apply an exit fee. In case client decides to exit the investment in year 1, Bank A would charge a maximum of 3.00% extra, while Bank B would charge a 2.50% exit fee extra.
****This is the fee charged within the investment from the issuer of either the Exchange Traded Fund or Mututal Fund used by the provider. These fees form part of the total fees levied in your investment.
Junior Wealth
Management Fees
0.60 %
Performance Fees
0.00 %
ETF/MF Management Fees*
0.15 %
Custody Fees
0.15 %
Entry / Exit Fee
0.00 %
Corporate actions / Reports
0.00 %
Execution & Setttlement Fee
0.10 %
1.00 %
Bank A
Management Fees
0.00 %
Performance Fees
0.00 %
ETF/MF Management Fees*
2.98 %
Custody Fees
0.00 %
Entry / Exit Fee
0.00 %
Corporate actions / Reports
0.00 %
Execution & Setttlement Fee
3.00 %
5.98 %
Bank B
Management Fees
0.00 %
Performance Fees
0.00 %
ETF/MF Management Fees*
2.74 %
Custody Fees
0.00 %
Entry / Exit Fee
0.00 %
Corporate actions / Reports
0.00 %
Execution & Setttlement Fee
2.50 %
5.24 %
Bank C
Management Fees
0.00 %
Performance Fees
0.00 %
ETF/MF Management Fees*
1.82 %
Custody Fees
0.00 %
Entry / Exit Fee
5.00 %
Corporate actions / Reports
0.00 %
Execution & Setttlement Fee
0.00 %
6.82 %
*The table compares fees for Growth Plans from different providers using maximum fees charged and will be updated on a monthly basis. Last update 14/09/2020
** Comparison is with real banks operating in the region with active investment plans.
***In the calculation of `Total Fee for Year 1` we don`t apply an exit fee. In case client decides to exit the investment in year 1, Bank A would charge a maximum of 3.00% extra, while Bank B would charge a 2.50% exit fee extra.
****This is the fee charged within the investment from the issuer of either the Exchange Traded Fund or Mututal Fund used by the provider. These fees form part of the total fees levied in your investment.
** Comparison is with real banks operating in the region with active investment plans.
***In the calculation of `Total Fee for Year 1` we don`t apply an exit fee. In case client decides to exit the investment in year 1, Bank A would charge a maximum of 3.00% extra, while Bank B would charge a 2.50% exit fee extra.
****This is the fee charged within the investment from the issuer of either the Exchange Traded Fund or Mututal Fund used by the provider. These fees form part of the total fees levied in your investment.
