Plan · Calculator 05

What might your investments be worth?

Explore low, central and high return assumptions while making fees and inflation visible.

1 Enter your figures2 Review assumptions3 Explore the result

Your figures

1. Investment and contributionsAccount descriptionInitial balanceMonthly contributionAmount reaching the account

Investment horizon

Contribution pattern

2. Enter your scenarios

Return assumptions are deliberately blank. Use effective annual nominal total returns before the fees entered below.

Low returnCentral returnHigh returnReturn tax basisInflationEnter zero explicitly for nominal-only assumptions

3. Make fees visibleOngoing percentage feeThe annual percentage charged on the investment balance, such as fund and platform fees. The model applies it proportionally each month.Fixed monthly fee

Contribution charge

Initial chargeExit charge

4. Optional stress and targetAdd a market-shock illustration?Optional target in today’s money

Your entries remain in this tab and are cleared when the tab closes.

Complete the assumptions

Enter low, central and high returns, fees and inflation to calculate the scenarios.

Money Considered leaves these material assumptions blank so that the result reflects figures you have chosen and reviewed.