Regular investment projection calculator UK
Model monthly investing with a constant return that can also be negative. Check the formula, worked example and limits before using your own figures.
Enter your figures
Illustrative final portfolio
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. No volatility, tax or fees. A constant-return path is a scenario, not a market forecast; a negative input can illustrate sustained losses.
How the regular investment projection calculator uk works
Convert annual return to its monthly equivalent; grow the balance then add each monthly contribution.
Data basis: mathematical formula using your inputs. Example prices and rates are illustrative, not current market quotes.
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Worked example: regular investment projection
This illustration uses the calculator’s example inputs. It is not a quote or a recommended financial decision.
- Starting investment (£)
- 1,000
- Monthly end-of-month investment (£)
- 200
- Illustrative annual effective return (%)
- 5
- Years
- 10
Illustrative final portfolio: £32,501.53
Convert annual return to its monthly equivalent; grow the balance then add each monthly contribution.
Regular investment projection: questions answered
What does the regular investment projection calculation include?
Convert annual return to its monthly equivalent; grow the balance then add each monthly contribution. Use your actual figures. Any prefilled price, fee, rate or return is an editable illustration, not a current product quote. No volatility, tax or fees. A constant-return path is a scenario, not a market forecast; a negative input can illustrate sustained losses.
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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