Managed Funds Fee Calculator
Updated 5 November 2024
Managed funds all charge an annual fee as a percentage of your total investment. For example, if you invest $10,000 in a fund that charges 1% p.a., you'll pay $100 per year to invest in the fund. As your fund increases in value, and/or you invest more money, you'll pay more in fees (in dollar terms).
Our calculator below considers your initial investment, planned future contributions (i.e. how much new money you will invest per year), your expected rate of return and how long you plan to invest for. It then calculates the dollar cost of the fund based on the annual management fee.
Managed funds all charge an annual fee as a percentage of your total investment. For example, if you invest $10,000 in a fund that charges 1% p.a., you'll pay $100 per year to invest in the fund. As your fund increases in value, and/or you invest more money, you'll pay more in fees (in dollar terms).
Our calculator below considers your initial investment, planned future contributions (i.e. how much new money you will invest per year), your expected rate of return and how long you plan to invest for. It then calculates the dollar cost of the fund based on the annual management fee.
Managed Funds Fee Calculator
Enter your initial investment value (i.e. $10,000), future contributions to the fund, time horizon and estimated annual return.
Initial investment amount (required)
Time horizon (years) (required)
Management fee (% p.a.) (required)
Future planned contributions (per year) (required)
Estimated rate of return (required, % p.a.)
Estimated ending investment value
(net of fees)
(net of fees)
Estimated Ending value
(gross return)
(gross return)
Estimated cost of fees
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