No, we charge the same low fee regardless of whether you choose to add the Socially Responsible Investment option or not.

However, the inbuilt fees charged by the firms that manage the ETFs for Socially Responsible Investment are slightly higher. This is because there is significantly more work involved in managing the screening process, for example investigating and evaluating the companies. Core Clover portfolios have an average ETF fee ranging between  0.19% - 0.25% per year, whereas our Socially Responsible Investment option portfolios have an average ETF fee ranging between 0.23% - 0.40% per year.

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