Work out exit load instantly with clear inputs, formula shown and shareable results.
An exit load is a redemption charge that applies only within a defined holding period, designed to discourage short-term switching. Once the period passes it drops to zero, so knowing the exact date can be worth real money.
Exit load
Load = redemption × rate when days held < load period, else zero
Figures are estimates for planning only. Market returns are not guaranteed, and rates, limits and tax rules change. This is not financial or tax advice — speak to a qualified adviser before acting.
It is deducted from the redemption proceeds; the NAV itself is unaffected.
Yes. Each instalment has its own holding period, so a redemption can attract load on the newest units only.