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Investment Return Calculator

Project the growth of your investments with regular contributions, expected returns, and fee impact.

Investment Details

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Projected Returns

Projected Value (After Fees)

£135,180

Total Invested

£58,000

Return (After Fees)

£77,180

Fees Cost

£10,001

Year-by-Year Breakdown

YearContributedValue (After Fees)Value (No Fees)
1£12,400£13,156£13,216
2£14,800£16,523£16,664
3£17,200£20,116£20,362
4£19,600£23,949£24,327
5£22,000£28,040£28,578
10£34,000£52,985£54,916
15£46,000£87,480£92,252
18£53,200£114,229£121,772
19£55,600£124,365£133,068
20£58,000£135,180£145,180

Understanding Investment Returns

Investment returns come from two main sources: capital growth (the increase in value of your investments) and income (dividends from shares or interest from bonds). Over long periods, reinvesting this income can significantly boost your total returns through the power of compounding.

The Impact of Fees

Investment fees may seem small as percentages, but they compound over time and can dramatically reduce your final pot. The difference between a 0.2% fee and a 1.5% fee over 30 years on a \u00a3100,000 portfolio could be tens of thousands of pounds. Always compare the total cost of investing, including platform fees, fund fees, and any trading costs.

Related Tools and Resources

Building a savings habit is one of the most effective ways to improve your financial wellbeing. You may also find our Compound Interest Savings Calculator useful for related calculations.

For a broader view of your finances, try the Compound Interest Calculator or the Take-Home Pay Calculator. All of our calculators are free to use and updated for the 2026/27 tax year where applicable.

Frequently Asked Questions

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