Investment Calculator

Investment Calculator

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.

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.