Why Discounts

We’ve always known Willis Owen investors are smart investors. You know that by investing your ISA allowance with Willis Owen, you will be benefiting from the largest discount(s) we can find for you. Even if you went direct to the investment house to purchase your ISA, you would pay more than buying through Willis Owen.

But did you realise the difference our large discounts make to your investment over the longer term?

The graph above shows that if you had invested £7,000 directly with Neil Woodford’s Invesco Perpetual High Income, it would have been worth £17,308 after 5 years and £23,494 after 10 years - a good performance, I’m sure you’ll agree.

However, if you had invested £7,000 in the same fund but purchased it through Willis Owen you would have saved charges of £350, so more of your money would have been invested at the outset.

More importantly, after 5 years your investment would have grown to £18,219 and after 10 years, your investment would have grown to £24,730. So by investing with Willis Owen, you would have made an extra £911 after 5 years and £1,236 after 10 years!

Over time, the effect of the discount has resulted in a higher fund value for the same fund performance. So the value of investing with Willis Owen and taking advantage of our discounts is even greater than you might have imagined!

Past performance is not a guide to future performance