Calculator
Calculate your return on investment
Calculate your return on investment.
If you had invested sooner.
Want to see how your portfolio would have performed if you had invested earlier? Explore potential investment outcomes using historic fund performance. To learn more about the various fund options, click here.
Please take note:
The current investment amount is calculated based on the past performance figures of the fund.
Performance is measured on NAV prices with income distributions reinvested and quoted after the deduction of all cost incurred within the fund. Past performance is not necessarily an indication of future performance.
Lump sum and monthly contributions are assumed to be made at the beginning of the month, with the first monthly contribution occurring in the 2nd month. An Internal Rate of Return calculation is used when a monthly contribution is selected. It is an indicative approximation of the actual return. The value of investments may go down as well as up, and is therefore not guaranteed.