Book Intro Call
← Back to tools
Simulator · Fund Fee Erosion Calculator

Same return assumption — how much do fees eat?

Fill in your own product's sales charge and annual fee rate, and see how much fee erosion adds up to over the years — equivalent to how many months of retirement spending. No product fee rates are preset; you fill in your own.

01

How you're investing

Investment style
RM
RM 50 RM 50K
yr
1 yr 40 yr
02

Fees (fill in your own product's numbers)

%
0 % 8 %

This is a common-range reference only — check your own product's prospectus.

%
0 % 4 %

This is a common-range reference only — check your own product's prospectus.

03

Compare against your retirement spend

RM
RM 500 RM 50K
Fee erosion
Example numbers · fill in your own above
Over this horizon, fees eat into
RM 113,312
Equivalent to retirement spending of
22.7 months
Share of the "zero-fee" final value
19.2%
Change the return assumption — the conclusion holds
6%RM 85,56019%
8%RM 113,31219%
10%RM 151,18020%
With fees vs. zero fees
0200K400KYears
Actual (with fees) Zero-fee theoretical

The "zero-fee" curve is a theoretical comparison — no such fee-free product exists; it's only there to measure how much fees erode.

This tool applies to unit-trust-style products; savings insurance / ILPs have a different fee structure and are not covered here.

Want to see your own portfolio's real fees?

Bring your product's prospectus and we'll go through the real fee rates and what they mean for you specifically.

Bring your result to WhatsAppFirst chat free · no pitch
Your scenario is archived encrypted, readable by JMarc alone; used only to send this email — no mailing list. Privacy notice

This tool is for education only — not personalised investment advice; no specific product, fund, or platform is recommended. Fee rates are entered by you; no product fee rates are preset. The "zero-fee" curve is a theoretical comparison, not an actual product. Investments can lose money and returns can be negative; this tool's return assumptions are illustrative scenarios, not a prediction or guarantee.

Methodology by
JMarc Chong
Licensed Chartered Financial Planner · verifiable on the BNM register · SC eCMSRL/B9396/2019
The signature stands behind the methodology, not any outcome.
Past performance is not indicative of future performance. This page has not been reviewed by the Securities Commission Malaysia.