Investment Calculator

A flexible tool to simulate investment returns while accounting for the real impact of fees and taxes.

This tool helps you:

• Project your savings: See how your capital grows with monthly contributions and compound interest.
• Calculate True Costs: Accurately estimate the impact of Entry Fees, Annual Management Fees, and Exit Fees.
• Estimate Net Returns: See what actually ends up in your pocket after deducting all costs and taxes (like Capital Gains Tax).

How it works

1. Input your numbers: Set your initial capital, monthly contribution, duration, and expected annual return.
2. Configure Fees:
   • Entry Fee: Percentage taken from each deposit.
   • Management Fee: Annual percentage deducted from the capital (e.g., fund fees, insurer fees).
   • Exit Fee: Percentage taken when withdrawing the money.
3. Set Tax Rate: The percentage of tax applied to your gains (e.g., 30% Flat Tax).
4. View Results: Get a clear breakdown of total invested, total fees paid, taxes, and final net capital.