Statement Changes

Understanding your Annual or Exit statement

Monitor Money have introduced some changes to your statement. These changes are designed to help you better understand how your investment works.

Importantly, there are no new or additional fees or costs being charged to your investment.

Nonetheless, your statement may contain information and terminology that is new to you.

Please click on the links below for further information.

Transaction reporting

Why you pay fees and costs

Direct fees and indirect costs

Indirect Cost Ratio (ICR) and Other Management Costs (OMC)

Total fees you paid

Further information