You may be investing with a particular goal in mind. How much should you save? Over what period of time and at what level of risk?
This tool allows you to test a few scenarios around how to reach your long term investment goals. Whatever you want to invest for our financial planners will first invest in understanding what’s important to you.
Please note we normally recommend that investments are held for the medium to long term in order to smooth out any market volatility so the calculator has been set with a minimum term of 5 years.
Click here to perform the calculation and draw the chart Start
Based upon your chosen level of risk your investment pot could potentially reach £ .
At this level of investment you will exceed your target investment fund by £x. You may wish to reduce the initial lump sum and/or your monthly contribution, or the level of risk you are taking.
You are short of your target investment fund by £x. You may wish to reduce the initial lump sum and/or your monthly contribution, or the level of risk you are taking.
Other things to consider:
The aim of this calculator is to give you an indication of how you could realise your long term investment goals.
This calculator should not be regarded as personal advice, and therefore, you should seek formal advice from an independent financial adviser and one of our financial planning specialists will be more than happy to help.
Investment returns are not guaranteed and could be significantly more or less than those used here. Past performance is not a guide to future returns. The value of investments can fall as well as rise, so you may get back less than you invest.
This calculator uses the Monte Carlo simulation.