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Fee QuickCheck

Our free-to-use, top-level investment portfolio fee service. For more detailed reporting, please create an account.

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First, choose your universe

CHF CAD UK Charity

Now enter Portfolio fee information

As a percentage per annum
As a monetary amount

Do you pay VAT on your Investment Services? Yes

Investment Service Cost ('ISC') including VAT ()

Total On-Going Cost including VAT ()

Length of Fee Period (months)

Fee QuickCheck Results

Assessing whether the fees and charges incurred when investing represent value for money depends on many factors. Fee QuickCheck provides a starting point by comparing your Portfolio costs to the range charged by discretionary managers.

While target outcomes for many clients are similar, the way that managers seek to achieve them can vary significantly with an associated impact on costs. The level of service offered, types of investment used and methods of implementation are all important factors in assessing whether fees are fair.

Other costs such as initial costs when establishing a portfolio, or termination costs when closing or changing provider can have a material impact on the lifetime cost of investment.

Your Investment Service Cost is the typical range of fees across the peer group.

Your Total Ongoing Cost is the typical range of fees across the peer group.

What does that mean?

Outcome	Investment Service Cost / % p.a.		Total On-going Costs / % p.a.
Outcome	Range	Result	Range	Result

Your Portfolio size is set for the Fee QuickCheck analysis. Therefore the table above is based on a portfolio size of .

The Fee QuickCheck is simply our best guess based on the information you shared with us.

Please note that the results are sensitive to the Portfolio Size and if the Portfolio has changed in value over the period to a material extent the estimated outcome is likely to be less reliable.

Your Fee QuickCheck Report

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What does Fee QuickCheck do?

Understanding the costs of investing can be challenging for both new and experienced investors alike.

Fee QuickCheck lets you compare your on-going fees to the range of fees charged by discretionary investment managers to help you understand whether you are getting value for money.

Fee QuickCheck uses the published fee scales of over 140 discretionary managers collected by ARC Research to place your fees into context.

Looking for more detailed reporting?
Create a free account today.

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Fee QuickCheck

First, choose your universe

How much of your Portfolio is typically invested in active third party funds?

Portfolio Size

Account Identifier (optional)

Now enter Portfolio fee information

Tell us who looks after your investment portfolio

Fee QuickCheck Results

What does that mean?

Your Fee QuickCheck Report

What does Fee QuickCheck do?

Are you an Investment Manager?

Help set the industry benchmark

Fee QuickCheck

First, choose your universe

How much of your Portfolio is typically invested in active third party funds?

Portfolio Size

Account Identifier (optional)

Now enter Portfolio fee information

Tell us who looks after your investment portfolio

Fee QuickCheck Results

What does that mean?

Your Fee QuickCheck Report

What does Fee QuickCheck do?

Are you an Investment Manager?

Help set the industry benchmark

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