Fees & Charges

Bamboo's fee is tiered and applied at firm level to total assets under management. Pricing is cliff-based: when a firm crosses a threshold, the lower rate applies to all assets, not just the portion above the breakpoint, regardless of which portfolios they're invested in.

Bamboo’s fee

Founding Member
from 9 bps
Above £40m
15 bps
£20m to £40m
18 bps
First £20m
20 bps
Underlying portfolio charges apply in addition.

Indicative Portfolio charges

Exclusive
15 bps
Best Actors
29 bps
Change Makers
32 bps
Indicative charges based on 80% equity, 20% fixed income portfolio from each range. Actual fees will vary across the different portfolios within each category and as the position weights of the portfolios evolve.