Use this to project forward the future value
(in real terms, i.e. with inflation stripped out) of a
lump sum investment.
Rolls fund forward showing year by year
growth
Uses Real Growth.
Calculator Notes
This calculator assumes charges of a 5% bid/offer spread
and 1% pa fund charge.
Real Growth is the difference between actual
growth and actual inflation. If you expect long term inflation
to be 3%, and long term growth to be 7% then enter 4.
2-4 is considered reasonable, and 5 should be considered
a maximum for any serious planning (and that only if equity
funds will be used).
