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Portfolio & costs
Blend funds, set weights and rebalancing, and see the result net of broker commission & fees — Interactive Brokers, Hargreaves Lansdown, or your own bespoke costs. Hypothetical, factual.
Final value (net)
£41,343
from £10,000
Net annualised
+10.42%
Volatility
13.6%
Max drawdown
-30.8%
Total costs
£1,026
0.72%/yr · Hargreaves Lansdown (ISA)
Performance — gross vs net of costs
Hypothetical blended portfolio, rebalanced quarterly, costs as Hargreaves Lansdown (ISA). Past performance is not a guide to the future.
Save this portfolio as a watchlist
Keep these funds and weights together and track them over time — sign up to My Estate (free) and save it.
Save in My Estate →Hypothetical, illustrative blended performance from historical prices — not a real track record, not advice, not a personal recommendation, not FCA-authorised. Costs are modelled estimates. Capital at risk.