Isa fund charges calculator: How fees affect returns

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Our calculator shows what charges will do to your investment, whether it is a unit trust or Oeic fund, an investment trust or an Exchange Traded Fund.

Our calculator assumes your investment will grow by a generous 7% a year, although be warned many investments don't.

All figures are before tax...

And don't miss:

Should you invest in an Isa, a pension, or both?How to invest in funds, investment trusts and ETFs

=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 numberyears = new Number(document.f1.numberyears.value); numberyears = parseInt(numberyears)

Isa/fund charges

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 % RESULT Calculate £ COMPARE Enter another set of details if you want to compare the effects of different charges. Initial charge % Annual charge % RESULT Calculate Compare £

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