Effectiveannualcostcalculator
A simple way to compare the total charges on most retail investment products and their impact on investment returns.
The Effective Annual Cost (EAC) measure is a standardised disclosure methodology that can be used by investors and advisors to compare the total charges on most retail investment products and their impact on investment returns so that investors are able to make informed decisions around retail savings and investment product options. For more detailed information regarding EAC calculations please refer to the EAC Standard on the ASISA website (www.asisa.org.za). For EAC calculations regarding your investment product please refer to the EAC calculator.
The EAC comprises four separate components into which various charges are allocated. The components are:
- investment management charges;
- advice charges;
- administration charges; and
- other charges.
The EAC is calculated separately for each of these four components and then added together to derive the EAC for the financial product as a whole and shown in a table. VAT is included in all charges where applicable.
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Calculators supplied on this website are for indicative values only and we shall not be responsible or liable for any inaccuracies or miscalculations arising out of defects or incorrect use.
