Stocks and Shares ISA calculator

How much could your investment grow?

Our stocks and shares ISA calculator shows the growth you could potentially see by investing in a With Profits stocks and shares ISA. It'll also give you an idea of the returns you could make based on different market conditions.

Calculate your potential returns with a lump sum or transfer, monthly payments or a combination of the two.

Lump sum or transfer amount

Monthly payments

Select how long you plan to invest for

Select an investment growth rate

Low 2%

Medium 5%

High 8%

Enter an amount to see your potential returns

Here's what your investment return could look like...

Potential return

£0

Your contribution

£0

Investment gain

£0

Please note this calculator provides an illustration only. It does not take into account your personal circumstances. Personal illustrations from a Specialist Financial Adviser will be different. Tax rules may apply.

The calculation assumes no initial or ongoing advice charge, but includes an annual management charge of 1.2% (charges may vary) and transaction costs of 0.05%. It assumes no change to contributions over the period of your investment.

New to stocks and shares ISAs?

To find out more about stocks and shares ISAs and how they work, take a look at our handy guide. Among other things, you will find out:

What a stocks and shares ISA is
The associated tax benefits
Whether a stocks and shares ISA is the right choice for you

Read the guide

How With Profits Funds work

Find out how our With Profits Fund works and how it could help your investments grow more smoothly.

Investing with Wesleyan

All you need to know about investing with the Wesleyan Group. From the approach we take and the team in charge, to the ways you can invest your money and more.

Meet our investments team

Meet the team responsible for looking after the With Profits Fund, and learn more about our award-winning fund managers.

Frequently asked questions

What’s the minimum I can invest in a With Profits Stocks and Shares ISA?

Depending on how you choose to invest, you can either get started with a minimum lump sum of £1,000, or make monthly contributions of £50 or more. You can also transfer in any existing ISAs you may have.
Can I have more than one stocks and shares ISA?

Yes you can, you can have as many stocks and shares ISAs as you like. As of April 2024, you can also contribute to more than one stocks and shares ISA in the same tax year.
Can I transfer other ISAs into the With Profits Stocks and Shares ISA?

You are free to transfer other ISAs into your With Profits Stocks and Shares ISA. We accept stocks and shares ISAs, cash ISAs, innovative finance ISAs and Lifetime ISAs. Please be aware of any charges your existing provider may make for transferring out, as well as ensuring you follow the correct procedures for transferral. Find out more about transferring existing ISAs into a With Profits Stocks and Shares ISA.