Sugar Free
Under $250 invested
$0/month
For those just starting out
Access to Growth, Balanced & Conservative Funds
No transaction fees
No minimum investment
No foreign exchange fees
Annual Management fee - 0.31% (charged by our provider - Simplicity)
Get startedSugar Rush
Over $250 invested
$3/month
For those investing regularly
Access to Growth, Balanced & Conservative Funds
No transaction fees
No minimum investment
No foreign exchange fees
Annual Management fee - 0.31% (charged by our provider - Simplicity)
Get startedSimplicity Fees
0.31% per year
This fee is charged on the total value of your investment. It is automatically deducted by Simplicity on its Growth, Balanced and Conservative managed funds.
The fee applies regardless of how much you have invested.
Sugar Fees
You will not be charged for holding a Sugar Free account with an account balance less than $250.
For all account balances greater than $250 you will automatically be upgraded to the Sugar Rush account and be charged $3 per month thereafter
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