Free financial calculator
Investment Fee Impact Calculator
Reveal the potential long-term cost of annual investment fees in pounds and pence.
Use the calculator ↓Adjust the assumptions
Investment Fee Impact Calculator
Reveal the potential long-term cost of annual investment fees in pounds and pence.
Result
£0
View year-by-year breakdown ＋
| Year | Contributions | Growth | Balance |
|---|
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.
Go beyond the result
How Much Can Investment Fees Cost Over Time?
See a worked example, the trade-offs to consider and the assumptions that can change the answer.