Required investment target return calculator UK
Find the constant annual return needed to meet a target with monthly contributions. Check the formula, worked example and limits before using your own figures.
Enter your figures
Required annual return in the model
Inputs changed. Select Calculate result to update your estimate.
Use your actual figures. Any prefilled price, fee, rate or return is an editable illustration, not a current product quote. The computed return is a mathematical requirement, not an achievable or recommended return. Rejects targets outside the modelled −99% to 100% annual range.
How the required investment target return calculator uk works
Solve the monthly-contribution future-value equation for a constant annual effective return.
Data basis: mathematical formula using your inputs. Example prices and rates are illustrative, not current market quotes.
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Worked example: required investment target return
This illustration uses the calculator’s example inputs. It is not a quote or a recommended financial decision.
- Starting investment (£)
- 10,000
- Monthly contribution (£)
- 200
- Target future value (£)
- 50,000
- Years
- 10
Required annual return in the model: 5.88%
Solve the monthly-contribution future-value equation for a constant annual effective return.
Required investment target return: questions answered
What does the required investment target return calculation include?
Solve the monthly-contribution future-value equation for a constant annual effective return. Use your actual figures. Any prefilled price, fee, rate or return is an editable illustration, not a current product quote. The computed return is a mathematical requirement, not an achievable or recommended return. Rejects targets outside the modelled −99% to 100% annual range.
Using your result
Example inputs are a starting point. Replace them with your figures and select Calculate result. Results are rounded for display; calculations use unrounded values.
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