Fund charges trail commission calculator

 

See how the annual and initial charges and a trail commission can affect the returns on your investment - assuming your investment grows by 7% annually.

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=4; return (b_ok); } function trunc(formElement){ var sValue = formElement.value; formElement.value = Math.round(sValue*100)/100; } function getCalculatedValue(){ var capital = new Number(document.f1.lumpsum.value); //var newCapital = 0; var initialcharge = new Number(document.f1.initialcharge.value); var annualcharge = new Number(document.f1.annualcharge.value); var trailcommission = new Number(document.f1.trailcommission.value); var numberyears = new Number(document.f1.numberyears.value); numberyears = parseInt(numberyears)

Trail commission

INVESTMENTS This shows what charges will do to your investment - Isa or unit trust/Oeic - assuming it grows by 7% a year. All figures are before tax. Lump sum eg. 7000, no commas £ Monthly investments £ Number of yearsMinimum 1 year years CHARGES Initial charge % Annual charge % Trail commission % RESULT Calculate £ COMPARE Enter another set of details if you want to compare the effects of different charges. Initial charge % Annual charge % Trail commission % RESULT Calculate Compare £

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