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Investment growth calculator
Project a portfolio from a starting balance, a monthly contribution and a fee.
Illustrative result
£45,909.48 on these assumptions
- Projected balance
- £45,909.48
- Contributions
- £24,000.00
- Growth after the fee
- £11,909.48
Assumptions
- Growth is an assumption compounded monthly from the annual rate you enter. It is not a forecast and it is not guaranteed.
- The fee is taken off the growth assumption. Tax outside an ISA is not deducted.
Questions
Can I rely on 5% a year?
No. It is the example. The balance can fall.
Use this in your own plan
The result stays in your browser. Create an Aldoraun account if you want to keep a budget, accounts and a cashflow forecast.
Related calculators
Estimates only. Tax and repayment rules can change, and this is not financial, tax or pension advice.
On these assumptions£45,909.48See breakdown