Target Lump Sum Calculator

Use this to assess the amount you have to invest to achieve a 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.

These calculators are offered for simple guidance. To obtain a more accurate appraisal of your position, please contact us.