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Investment Fees vs Returns

The amount your ISA/Unit Trust/OEIC investment may be worth at 7% per growth per annum, over a specified number of years. All figures are gross i.e. before tax.


Lump-sum:
*

Monthly Investment:

Time invested for:
 Years *

Management Charges

Initial Charge:
 %

Annual Charge:
 %

 

Result:
 


Potential value:
(Taking account of above charges)
£



Please note that these figures are for illustrative purposes only.


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