What is a Managed ISA?

Investing can seem confusing. Whether you're just starting out or you're already invested, you might lack the time or confidence to choose and manage your investments. That's why Vanguard created the Managed ISA.

We'll help you understand your attitude to risk before we match you to the right investments, and then we'll handle the rest.

Why choose our Managed ISA?

Confidence

Knowing your ISA is in the trusted hands of our experts.

Ease

Our experts adjust your portfolio should markets rise or fall, so you don’t have to.

Help at hand

If you ever need us, you can call our team for support.

What our clients say

"I'm confident that Vanguard knows what they're doing. There's a reason why your funds are used worldwide!"

Josephine

East London

"I feel it's good value for money...and it gives me peace of mind that someone else is managing my ISA."

Managed ISA client

London

How does it work?

  • Tell us about yourself

    Before opening your Managed ISA, you'll answer a few questions to help us understand your attitude to risk.

  • A portfolio designed for you

    Once we know your attitude to risk and how much you'd like to invest, we create an investment plan for you to review.

  • Leave it to our experts

    Once you've reviewed your plan and are happy, we'll finish setting up your account. Then it's over to our experts to manage it.

  • Ongoing guidance and support

    You'll receive regular market updates and an annual review so you remain in the know as we manage your investments.

Is a Managed ISA right for you?

New to investing or already started but do not have the confidence to choose your own investments.

Lack time to learn and research about the markets.

Looking for extra support in your investments.

You are confident and know what you want to invest in.

Enjoy spending time researching the market and managing your investments.

Already have a Vanguard Managed Personal Pension.

Client case study

One of our clients, Brian, from London, explains why he invested in our Managed ISA.

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Before investing

Brian was putting money aside for savings, but didn’t know what to do with the cash. He thought to himself, "what am I doing with these savings?"

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Why a Managed ISA?

  • Brian heard from a friend he should consider investing and found Vanguard’s Managed ISA in his search.
  • Managed ISA suits him as he’s short on time, has a busy job and would rather ‘rely on someone that knows what they’re doing’ when it comes to investing.
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Approach and goals

  • Brian tops up his Managed ISA monthly. When he can add extra cash, he does.
  • His goal is to get to a point where he can maximise his yearly ISA allowance of £20,000.
  • He has confidence that he’s in safe hands with Vanguard and getting value. And he doesn’t have to ‘do’ anything.

“No one ever taught me, they don’t teach you these things. I saw Managed ISA as an option on Vanguard, and then I wasn’t scared. Someone else will do it for me and I can just keep an eye on them.”

Transfer to our Managed ISA

With another provider?

If you have an ISA with another provider you can transfer to us after you have opened a Managed ISA account.

Convert to a Managed ISA

You can change the ISA you manage yourself to one managed by us.

Prefer to do it yourself?

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The cost of investing

How much you’re charged depends on the value of your invested balance, type of account and the fund charges.

Our fees

 

Any balance

Account fee (from 28 February 2025)

 

0.15% a year

(max £375 a year)

Fund management fee

0.17% a year on average

(depends on your portfolio)

Management fee

0.20% a year

You can find out more about what our account fees are until 28 February 2025

You can find our fund management fees for each fund on our fees and charges page

What this could mean for you if you invested:

Investing £10,000 in a Managed ISA

  Account fee

  £15 a year
  (0.15%)


+

  Fund management fee

  £17 a year
  (0.17%) 


+

  Management fee

  £20 a year
  (0.20%)


=
  Total
 
  £52 a year
 
  • These examples are only to give you an indication. We’ve used an average fund management fee, which may vary depending on your portfolio.
Investing £10,000 in a Self-managed ISA

  Account fee

  £48 a year
  


+

  Fund management fee

  £26 a year
  (0.26%)


=
  Total
 
  £74 a year
 

These examples are only to give you an indication. We assume you invested into one of our LifeStrategy Funds. We’ve shown average fund management fees, which may vary depending on your portfolio.

 

Why is the account fee different for our Managed ISA?

We’re committed to helping individuals throughout their investment journey – from getting started to achieving their lifetime goals. For our Managed ISA service, we’ve carefully considered the benefits of lowering the cost of entry to give more people a helping hand with investing their money.

Important things to know

Have another question?

Search our FAQs, ask our chatbot or send us a message.

Go to help and support

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Covered

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