Future investment value calculator
See how your client's money could grow under different circumstances. Enter a lump sum or a monthly amount into the calculator below and find out how much it might be worth in the future.
This calculator is purely for illustration purposes only and does not constitute advice or guarantee amounts.
Step 1. Choose a currency
Currency:
Sterling
US Dollar
Euro
Hong Kong Dollar
Step 4. For how many years does your client wish to invest?
Years they're investing:
1 year
2 years
3 years
4 years
5 years
6 years
7 years
8 years
9 years
10 years
11 years
12 years
13 years
14 years
15 years
16 years
17 years
18 years
19 years
20 years
21 years
22 years
23 years
24 years
25 years
Step 5. Please estimate the yearly growth you expect your clients investment to achieve.
Growth rate you expect:
1%
2%
3%
4%
5%
6%
7%
8%
9%
Please note: This will depend on how your client’s money is invested and the growth it achieves after tax and product charges. The growth rate may vary during the period of investment, but for the purposes of this calculator we have assumed a constant rate throughout.