Investment calculator
Estimate how an investment or savings plan might perform over time.
Investment Details
£
£
yrs
% p.a.
% p.a.
% p.a.
Investment Summary
Final Value
—
nominal value
Total Gain
—
from growth
Real Value (inflation-adj.)
—
today's purchasing power
Growth Over Time
Invested
With Growth
Real Value
Full Breakdown
Initial lump sum—
Total contributions over period—
Total amount invested—
Total growth earned—
Estimated fees drag—
Final nominal value—
Inflation-adjusted real value—
Net effective annual return—
Tax Wrapper: —
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Value at Key Milestones
Return Rate Scenarios
Key Insights
| Year | Start Value | Contributions | Growth | Fees | End Value |
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All projections are illustrative estimates only and do not constitute financial or investment advice. Investment returns are not guaranteed and may be lower than assumed — the value of investments can go down as well as up. Inflation-adjusted values are provided for context only. Annual charges shown are indicative. For ISA and SIPP wrappers, tax rules may change. The annual ISA allowance is currently £20,000. Always seek advice from a regulated financial adviser before making investment decisions.