Free financial calculator

Investment Fee Impact Calculator

Reveal the potential long-term cost of annual investment fees in pounds and pence.

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Adjust the assumptions

Investment Fee Impact Calculator

Reveal the potential long-term cost of annual investment fees in pounds and pence.

Figures are estimates. You can adjust every assumption.

Result

£0

View year-by-year breakdown
YearContributionsGrowthBalance

Questions answered

What this calculator helps you work out

  • How much could a 0.5% or 1% annual fee cost over time?
  • What might the investment be worth before and after fees?
  • Does a small fee matter over a long investing period?

Common questions

Investment Fee Impact Calculator FAQs

Why is the fee impact larger than the fees deducted?

Money removed as fees can no longer compound, so the impact includes both the charges and the growth those charges might have earned.

Which fees should I include?

You can combine ongoing platform, fund and management percentages into one approximate annual rate.

Does a cheaper investment always perform better?

No. Cost is only one factor, and future performance is uncertain.