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Compare Fund Platforms
The UK's only fund platform comparison site for private investors.

Random Jargon

Creation Price Unit Trusts

The cost to a fund manager of creating new units in a unit trust, includes the offer price of the underlying investments plus stamp duty and dealing costs.

Financial Calculators & Tools

Candid Calculator

Protected plans usually let you sleep at night thanks to shielding your investment from falling markets, but this often comes at the cost of missing out on dividends. Use this calculator to estimate whether a protected plan or tracker fund will leave you better off for a given index return.

Protected Plan vs Tracker Calculator
Investment period years Sum invested £
Assumed total index return ? % Tracker annual charge ? %
Plan index exposure ? % Tracker annual dividend ? %

Assumes tracker dividends are fixed, in practice they may vary. Some protected plans may have more complex structures than the simple type used in this calculator, always ensure you understand the structure before investing. Calculator does not take tax into account.

Calculations are estimates provided for illustrative purposes only. Candid Money Limited accepts no liability whatsoever for their subsequent use.

Go to Calculators Homepage.