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Two and twenty

The traditional hedge fund fee shorthand: a 2% annual management fee on assets plus 20% of profits, though realised averages have drifted well below both figures.

On $100 million of assets earning 10%, the management fee takes $2 million and the incentive fee takes 20% of the remaining $8 million, or $1.6 million. The investor keeps $6.4 million, an effective net return of 6.4% against a 10% gross.

The maths gets harsher when returns are modest. At a 5% gross return the same structure leaves 2.4% net, meaning more than half the return went to fees. This is why hurdles and benchmark-relative incentive fees became more common as returns compressed.

Industry averages have fallen toward roughly 1.4% and 17%, with founder classes, longer lock-ups and larger commitments buying further discounts. See performance-fee, hurdle-rate and high-water-mark.

Related: performance-fee, high-water-mark, hurdle-rate, hedge-fund, management-fee, carried-interest

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