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Probably dumb Trustnet chart question

Do trustnet charts of common funds (e.g. lifestrategy 80) take into account the annual fees you have to pay?

Comments

  • george4064
    george4064 Posts: 2,933 Forumite
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    You can assume that the returns are net of fees, aka charges included.
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  • masonic
    masonic Posts: 27,828 Forumite
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    It depends which annual fees you are referring to. They don't include the fees you may pay your account provider, but they do include the fees incurred within the fund.
  • Cus
    Cus Posts: 832 Forumite
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    Thanks. The ocf fee of 0.22% for the lifestrategy 80 is what I refer to.
  • masonic
    masonic Posts: 27,828 Forumite
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    Cus said:
    Thanks. The ocf fee of 0.22% for the lifestrategy 80 is what I refer to.
    Yes that is taken into account within the charts, but if the fund in question has more than one unit class you would need to make sure you have the correct one selected as the OCF will vary between them.
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