Target Lump Sum Calculator

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.