Is your fund worth what it costs?
It's the question behind the European principle of value for money: the cost of an investment product must be proportionate to the real value it delivers. We analyse your funds independently and show you whether you're paying too much.
Not a slogan. A European principle.
For years the question was «how much did it return?». European rules pose a fairer one: how much does a fund cost relative to the value it truly delivers?
- Over 50,000 mutual funds available in Europe
- Layered costs that are hard to compare
- Fees not always justified by results
- We analyze every fund in your portfolio
- We compare forward-looking costs, benchmark and performance
- A clear verdict on each fund's value for money
Value for Money does not provide personalized financial advice and does not replace a licensed advisor.
How it works
Upload your portfolio
Enter the ISIN codes of your funds and the invested amounts. Takes just a few minutes.
Cost-value analysis
For each fund we compare forward-looking costs with its benchmark and actual performance. The result: does it create value or not?
Get the report
A clear verdict on each fund: which ones to keep, which ones to review with your advisor.
Why choose us
Is your fund worth what it costs?
Upload your portfolio: in seconds you'll see whether each fund is worth its cost or whether you're leaving avoidable fees on the table.
Analyze your portfolioFree preliminary analysis. No credit card required.