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Investment Calculator

Growth Interest Rate (%)

0.5

Investment Duration (Years)

10

Regularly Monthly Investment (£)

500

Initial Lump Sum Investment (£)

1000

Target Fund Value (if required) (£)

0

Your Results

(Investment Fund)£62,589(Fund Shortfall (vs Target))
£0
Proposed Premium
(Monthly)
£500
(Single)
£1,000
Additional Premium
(to achieve Target)
(Monthly)
£0
(Single)
£0
Fund vs ShortfallFundShortfall£0k£50k£100k
Amount£k
Fund62.59
Shortfall0

The value of investments and the income they produce can fall as well as rise. You may get back less than you invested.

Note: Annual Management charges, and New Investment charges are ignored.

This is a generic calculation that does not take into account the individuals circumstances, it should not therefore be relied on.

Get in touch

Let’s have a chat

We’d love to hear about your goals and talk about how we can make them happen.

info@colfinancial.co.uk

01908 062 448

Suite 625
Milton Keynes Business Centre
Foxhunter Drive
Linford Wood
Milton Keynes
MK14 6GD

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    The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.

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