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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