Investment Return Calculator

Explore how your investments could grow over time with our simple investment return calculator.

By adjusting your annual contribution, time horizon and expected rate of return, you can see a clear projection of how regular investing and compound growth may build your portfolio.

This tool is designed to help you understand the long-term impact of consistent contributions and investment performance. It provides an illustration of how your money could grow, helping you understand the importance of a long-term financial plan.

How this investment return calculator works

This calculator estimates the future value of a portfolio based on regular annual contributions and a fixed rate of return. It assumes contributions are made once per year and that returns are compounded annually.

The results show:

• Total contributions over time

• Estimated investment growth

• Projected portfolio value at the end of your chosen time horizon

Why regular investing matters

Regular investing can smooth out market fluctuations and reduce the impact of timing decisions. Over the long term, compound growth means that returns are generated not only on your original contributions, but also on previous gains.

Important information

This tool provides illustrative projections only and does not account for inflation, charges, tax, or changes in investment performance. Actual returns will vary and are not guaranteed.

If you would like tailored advice based on your circumstances, please speak to an independent financial adviser.

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