Investment fee impact calculator UK
Compare a lump sum with and without an annual percentage charge. Check the formula, worked example and limits before using your own figures.
Enter your figures
Modelled reduction from annual fees
Inputs changed. Select Calculate result to update your estimate.
Use your actual figures. Any prefilled price, fee, rate or return is an editable illustration, not a current product quote. Constant returns and percentage fees applied annually. No contributions, tax or fixed charges; no forecast of investment performance.
How the investment fee impact calculator uk works
No-fee value = P(1+r)^years. Fee value = P((1+r)(1−f))^years.
Data basis: mathematical formula using your inputs. Example prices and rates are illustrative, not current market quotes.
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Worked example: investment fee impact
This illustration uses the calculator’s example inputs. It is not a quote or a recommended financial decision.
- Starting investment (£)
- 10,000
- Illustrative effective annual return (%)
- 5
- Annual percentage fee (%)
- 1
- Years
- 20
Modelled reduction from annual fees: £4,831.47
No-fee value = P(1+r)^years. Fee value = P((1+r)(1−f))^years.
Investment fee impact: questions answered
What does the investment fee impact calculation include?
No-fee value = P(1+r)^years. Fee value = P((1+r)(1−f))^years. Use your actual figures. Any prefilled price, fee, rate or return is an editable illustration, not a current product quote. Constant returns and percentage fees applied annually. No contributions, tax or fixed charges; no forecast of investment performance.
Using your result
Example inputs are a starting point. Replace them with your figures and select Calculate result. Results are rounded for display; calculations use unrounded values.
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