Investment Calculator

Calculator loaded in 149 ms

This calculator helps you plan how your investments can grow over time towards your financial goals.

It considers:

  • Initial Lump Sum: The amount you already have to invest.
  • Monthly Contribution: Your planned monthly investment.
  • Investment Duration: How long your investments will grow.
  • Estimated Fund Growth: Anticipated annual growth rate of your investments.
  • Target Fund Value: The amount you aim to achieve.

The calculator shows:

  • Projected Fund Value: What your investments could be worth at the end of the period.
  • Shortfall: If there's a gap between your projected fund value and your target.
  • Suggestions: Whether a single lump sum or adjusted monthly contributions might help bridge the gap.

Use it to explore different scenarios and make informed decisions about your investments.

Investment Calculator
Initial Lump Sum
£
Monthly Contribution
£
Investment Duration
years
Estimated Fund Growth
%
Estimated Fund Growth Presets
Target Fund Value
£
Calculation Results
  • Initial Lump Sum 0
  • + Total Contributions £0
  • + Interest £0
    based on 0 fund growth
  • = Projected Fund Value £0

  • - Target Fund Value 0
  • = Shortfall £0
  • ? Suggested Lump Sum £0
  • ? Suggested Monthly Contribution £0
Figures are for illustrative purposes only and are not guaranteed. Returns will depend on a number of factors including investment performance. Investments carry risk. The value of your investments (and any income from them) can go down as well as up and you may not get back the full amount you invested.


Privacy Notice: We collect information about the domain, usage, and time of your interaction with this calculator to improve our services.

Want to get in touch?

Do you want to know more about what we can do for you and your business? You are always welcome to get in touch!

01892 300303

01462 558532

info@prosperityifa.com

Tubwell Farm, Tubwell Lane, Crowborough, East Sussex, TN6 3RQ