Target Lump Sum

Use this to assess the amount you have to invest to achieve are certain lump sum target at a given time in the future. The calculator shows the lump sum or monthly options.

 

Target Lump Sum:
Growth Rate, enter 6% as 6:
Term of investment (full years):


      


Investment Required
Lump Sum
Monthly Premium

Calculator Notes
This calculator assumes charges of a 5% spread and 1%pa management charge. In a real case charges may be higher or lower than this.

 

This calculator, and the figures shown by it, are for illustrative purposes only and should not be relied on. For more detailed information based on your own circumstances, please speak to your financial adviser.