Fee QuickCheck

Do you want to compare your Porfolio's fees to the peer group? Have a go, it's free!

First, choose your universe

CHF CAD UK Charity

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

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.
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

You should be very pleased!

You might want to consider a more comprehensive report using our Portfolio Peer Review tool. These reports look more closely at your actual returns and give a more accurate analysis of your investing experience. Reports are £25 and you can find out more in the Performance Reporting section after logging in.

You should be very pleased!

You might want to consider a more comprehensive report using our Portfolio Peer Review tool. These reports look more closely at your actual returns and give a more accurate analysis of your investing experience. Reports are £25 and you can find out more in the Performance Reporting section after logging in.

Congratulations, you appear to be better at investing than most professionals!

You might want to consider a more comprehensive report using our Portfolio Peer Review tool. These reports look more closely at your actual returns and give a more accurate analysis of your investing experience. Reports are £25 and you can find out more in the Performance Reporting section after logging in.

If you would like us to review your Portfolio structure and performance in more detail please contact us.

You should be pleased!

Your investment manager appears to have delivered a risk-adjusted return in line with typical investor outcomes. In a peer group sense, being average is good! You might want to consider a more comprehensive report using our Portfolio Peer Review tool. These reports look more closely at your actual returns and give a more accurate analysis of your investing experience. Reports are £25 and you can find out more in the Performance Reporting section after logging in.

You should be pleased!

Your investments appear to have delivered a risk-adjusted return in line with typical investor outcomes. In a peer group sense, being average is good! You might want to consider a more comprehensive report using our Portfolio Peer Review tool. These reports look more closely at your actual returns and give a more accurate analysis of your investing experience. Reports are £25 and you can find out more in the Performance Reporting section after logging in.

Congratulations, you are doing as good a job as most professionals!

You might want to consider a more comprehensive report using our Portfolio Peer Review tool. These reports look more closely at your actual returns and give a more accurate analysis of your investing experience. Reports are £25 and you can find out more in the Performance Reporting section after logging in.

If you would like us to review your Portfolio structure and performance in more detail please contact us.

You might want to ask your investment manager for a comment. A peer group is just one way of judging performance and there are a number of other considerations such as benchmark, objective and timeframe.

You might also want to consider a more comprehensive report using our Portfolio Peer Review tool. These reports look more closely at your actual returns and give a more accurate analysis of your investing experience. Reports are £25 and you can find out more in the Performance Reporting section after logging in.

You might want to ask your adviser for a comment. A peer group is just one way of judging performance and there are a number of other considerations such as benchmark, objective and timeframe.

You might also want to consider a more comprehensive report using our Portfolio Peer Review tool. These reports look more closely at your actual returns and give a more accurate analysis of your investing experience. Reports are £25 and you can find out more in the Performance Reporting section after logging in.

Don't be disheartened! A peer group is just one way of judging performance and there are a number of other considerations such as benchmark, objective and timeframe.

You might want to consider a more comprehensive report using our Portfolio Peer Review tool. These reports look more closely at your actual returns and give a more accurate analysis of your investing experience. Reports are £25 and you can find out more in the Performance Reporting section after logging in.

If you would like us to review your Portfolio structure and performance in more detail please contact us.

Private Client Indices

What does it 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 circa 100 discretionary managers collected by ARC Research to place your fees into context.

About the Private Client Indices

ARC's PCI series are a leading set of industry benchmarks that allows investors to compare their investment performance to other, professionally managed portfolios.

We use over 250,000 portfolios from circa 100 investment managers across 5 major currencies to construct the Indices.

You can see much more information by logging in or creating an account.

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