Exo Investing launched in April 2018. After a questionnaire on attitude to risk, investment experience and goals you are assigned a risk profile. Investors can choose the ‘style’ (e.g. low-volatility, socially responsible, corporate). If you’re unsure, AI algorithms tailor your portfolio.
Only ISA or general account available. Investors pay 0.75% a year to use Exo Investing and a 0.25% fee for ETF charges. No other charges.
Visit The WebsiteAvailable products & Wrappers
| General Investments | ISAs | JISAs | Pensions & SIPPs | Junior SIPP | Lifetime ISAs | Others |
|---|---|---|---|---|---|---|
| SIPP coming soon |
Table of charges
| PLATFORM CHARGES | PRODUCT CHARGES | OTHER CHARGES | |
|---|---|---|---|
| £0-£99,999 | 0.75% | ||
| £100,000+ | 0.50% | ||
| Ave underlying fund charge | 0.25% |
Minimum Investments
| Lump-sum | Top-ups | Monthly |
|---|---|---|
| £5,000 |
Compare the Platform Says
| Products & Wrappers | Research & Guidance | Charges | OVERALL SERVICE |
|---|---|---|---|
| Only ISAs and GIAs. | Content hub with articles, ebooks and videos. | Good. Tiered. | Limited product range, but good guidance and decent charges. App feels clear and concise, but lacks some web features. |