Investment calculator

CALCULATE Your potential investment returns
Whether you have a one-off lump sum payment or will be investing on a monthly basis, use this calculator to show your potential return over time. You can select different rates of return to see the difference this might make to your investment.

Remember the value of investments and any income can fall as well as rise so you could get back less than you invest. Tax rules can change and the value of any benefits depend on your circumstances.

Your investment

A single payment of

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and/or

A monthly amount of

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How long until you need it?

Rate of return

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Rate of return This is the annual growth rate you anticipate on your investment. Typically investing over the longer term (more than 5 years) mid rate of 5% growth is considered average with more risk required to gain higher returns and more conservative risk for lower returns.

The total amount you have contributed

Potential return

Have you thought about...

the future costs of things you are investing towards (such as house prices or university fees), not just what they cost today?

What’s NEXT?

What would you like to do next?

Calculate the value of investing sooner

Please note that this calculator is an example of what your investments might be worth and is not an illustration of potential returns. The annual growth rate achieved will depend on the performance of the investments and fund chosen. This calculator does not include any product or advice charges so any personal illustrations from a Wesleyan Financial Consultant will differ from those shown above.