Investment Calculator

Funds in this category normally contain a mix of assets such as shares, bonds, alternatives and property.

• Medium risk funds aim to have a moderate allocation to high risk assets such as shares and property.
• Fund managers monitor and rebalance the fund regularly and may change the mix over time.

Funds in this category normally contain a majority of shares. They are very volatile.

• High risk funds invested primarily in shares.
• Shares may be indexed to match performance of different stock markets.
• Shares in fund maybe matched to certain industries or geographical areas.
• Fund managers monitor and rebalance the fund regularly and may change the mix over time.

If you have a time frame of less than 5 years for your investment, our investment products may not be suitable for you.

This is the growth after taxes & charges based on 5 years. There are two main charges on investment products.

• Annual Management Charges of 1% per year.
• Exit Tax of 41% on growth in fund.
• Exit Tax is payable after 8 years under gross rollup rules irregardless of income taken.

This is the growth after taxes & charges based on 5 years. There are two main charges on investment products.

• Annual Management Charges of 1% per year.
• Exit Tax of 41% on growth in fund.
• Exit Tax is payable after 8 years under gross rollup rules irregardless of income taken.