Calculators

We've provided a selection of useful calculators below. Please note that whilst the calculators are accurate, they perform generic calculations that do not take into account your individual circumstances. They should be used as a guide only and not relied upon.

Please also note we do not store or see any of the information you input to these calculators.


Growth Interest Rate (%)

Investment Duration (Years)

Regularly Monthly Investment (£)

Initial Lump Sum Investment (£)

Target Fund Value (if required) (£)

Your Results

The value of investments and the income they produce can fall as well as rise. You may get back less than you invested.

Note: Annual Management charges, and New Investment charges are ignored.

This is a generic calculation that does not take into account the individuals circumstances, it should not therefore be relied on.

Personal Finance

We explain how investors can tell whether an investment fund is temporarily or permanently out of form. 
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