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Investment fee impact calculator

Estimated fee impact

£95,718
Lower-fee outcome
£496,804
Higher-fee outcome
£401,086

Returns are assumptions, not forecasts. Values are nominal and exclude tax and inflation.

SOURCES & REVIEW

Checked against official guidance

Last checked 14 July 2026 · Rule version GB-2026.27.1

FCA: Investment fees

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COMMON QUESTIONS

Frequently asked questions

Why do small fee differences matter?

Fees reduce the amount left to compound each year, so the long-term gap can become substantial.

Are returns guaranteed?

No. The growth rate is only a scenario input.

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