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Set an opening sum, what you intend to add each month, the yield you want to assume, and how long you are prepared to leave it. The projection updates as you move, and the strategy view shows what a different assumption would have done to the same money.
Set an opening sum, what you intend to add each month, and the yield you want to assume. The projection updates as you move.
FinVentures Private Wealth
| Period | Capital growth | Balanced | Capital preservation |
|---|---|---|---|
| Yr 0 | £305,000 | £305,000 | £305,000 |
| Point 2 | £349,503 | £342,765 | £334,512 |
| Point 3 | £398,666 | £383,664 | £365,688 |
| Yr 3 | £452,977 | £427,958 | £398,623 |
| Point 5 | £512,975 | £475,928 | £433,415 |
| Point 6 | £579,256 | £527,880 | £470,170 |
| Yr 6 | £652,478 | £584,143 | £508,999 |
| Point 8 | £733,366 | £645,077 | £550,018 |
| Point 9 | £822,725 | £711,068 | £593,350 |
| Yr 9 | £921,440 | £782,536 | £639,127 |
| Point 11 | £1,030,493 | £859,936 | £687,486 |
| Point 12 | £1,150,964 | £943,761 | £738,573 |
| Yr 12 | £1,284,051 | £1,034,542 | £792,541 |
| Point 14 | £1,431,073 | £1,132,859 | £849,554 |
| Point 15 | £1,593,491 | £1,239,335 | £909,783 |
| Yr 15 | £1,772,916 | £1,354,649 | £973,409 |
Three assumptions around the yield you set, not named funds and not a track record. The firm publishes no performance figures.
Your own figures compounded monthly. Not advice, not a forecast, and not an offer of any product. The value of investments can fall as well as rise, and you may get back less than you put in.
The calculator shows the mechanics. The structure around them, covenants, drawdown, and term, is a conversation.