Comparing investment fund fees

Fund fees reduce your returns every year. Over the long term, a small difference in fees can make a big difference to the end result.

You will need

• The funds' key information documents
• A comparison service

Steps

1. Find the ongoing charges

   Ongoing charges are shown in the key information document as a percentage per year.

2. Check subscription and redemption fees

3. Compare like with like

4. Calculate the impact

5. Consider an index fund

6. Check the return history

7. Check regularly

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