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Moneybox
Moneybox is aimed at Gen Zers and millennials. This robo-adviser offers ISAs, JISAs, LISAs, general investment accounts and pensions. Investors have a choice of three portfolios suited to different risk profiles, cautious, balanced and adventurous. There are also ethical versions of the three portfolios.
In addition to a weekly minimum investment of £1, you can round up any card transactions to the nearest pound and invest through Moneybox.
It charges a monthly fee of £1 per account and administration and underlying fund fees. To get you started, Moneybox waives the subscription fee for the first three months.
As well as investment products, it also offers savings accounts.
Available products & wrappers
| General investments | ISAs | Lifetime ISAs | Junior ISAs | Pensions & SIPPs | Junior pensions & SIPPs | Other |
|---|---|---|---|---|---|---|
Table of charges
| Platform charges | Product charges | Other charges | |
|---|---|---|---|
| Monthly account fee | £1 | ||
| Platform fee | 0.45% | ||
| Platform Fee (Pension) up to £100,000 | 0.45% | ||
| Platform Fee (Pension) over £100,000 | 0.15% | ||
| Ave underlying fund charge | 0.35% |
Minimum investments
| Lump-sum | Top-ups | Monthly |
|---|---|---|
| £1 |
Compare + Invest review of Moneybox
| Products & wrappers | Research & guidance | Charges | Overall rating |
|---|---|---|---|
Good product range and resources. A clean app with a good overview of your investments and their performance. Encourages a savings (and investing) attitude through round-ups and deposits.
