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Managed Fund Calculator

Calculate the long-term impact of management fees (MER) on your investment returns. Compare actively managed funds vs index ETFs for Australian investors.

Investment Details
Initial investment
$
Regular monthly investment
$
Gross annual return (before fees)
%
Fund A — MER (active fund)
% p.a.
Fund B — MER (index ETF)
% p.a.
Investment period
years
Fee Impact
Fee Difference Over Period
MetricActive (high fee)Index ETF (low fee)

Australian Managed Funds vs ETFs

Most actively managed funds charge 1–2% MER. Australian index ETFs (Vanguard, iShares, BetaShares) charge 0.03–0.25%. The fee difference compounds dramatically over time — a 1.5% fee difference on $100,000 over 20 years at 8% can cost over $80,000.

Common Australian Fund Fees

Fund typeTypical MER
Active Australian equity fund1.0–2.0%
Australian index ETF (ASX 200)0.07–0.20%
International index ETF0.07–0.30%
Super (industry fund, balanced)0.50–1.0%