Investment Calculator

To use this investment calculator we do have to make a number of assumptions.

We have assumed a 95% fund allocation rate.
We have assumed a management rate of 1%
We have assumed a Exit Tax rate of 41% on the growth in the funds.

Step 1 of 3

First & Last Name(Required)

Phone

Email(Required)

Which Way Are You Going to Save(Required)

Lump Sum

Monthly Regular Saving

Lump sum amount to start your investment

Regular saving amount to start your investment

Number of years you are planning your investment for.(Required)

Attitude To Risk(Required)

In your consultation with our advisors we will ask you to complete a full attitude to risk. This is a legal requirement prior to recommending any individual investment product.

Attitude To Risk(Required)

In your consultation with our advisors we will ask you to complete a full attitude to risk. This is a legal requirement prior to recommending any individual investment product.

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

Majority of funds are made up of government & corporate bonds which have low growth and low risk.
These funds are normally low risk and aim to have a limited small allocation to higher 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 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.

Less then 5 Years

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

5 Year Investment

Fund Estimate After 5 Years

Total Capital Invested

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Estimated Annual Management Charges - 5 Years

All our investment partners charge on average 1% annually on all investment products. This figure is the estimated management cost over 5 years.

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Exit Tax 41% - 5 Year

You must pay 41% tax on the gains on savings and investment products. This figure is the estimated management cost over 5 years.

Estimate Growth After Taxes & Charges

Percentage Yield %

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.

10 Year Investment

Fund Estimate After 10 Years

Total Capital Invested

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Estimated Annual Management Charges - 10 Years

All our investment partners charge on average 1% annually on all investment products. This figure is the estimated management cost over 10 years.

This field is hidden when viewing the form

Exit Tax 41% - 10 Year

You must pay 41% tax on the gains on savings and investment products. This figure is the estimated management cost over 10 years.

Estimate Growth After Taxes & Charges

Percentage Yield %

This is the growth after taxes & charges based on 10 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.

Warning: Past performance is not a reliable guide to future performance.
Warning: This product may be affected by changes in currency exchange rates.
Warning: The value of your investment may go down as well as up.
Warning: If you invest in this product you may lose some or all of the money you invest.

Greenway Financial Advisors Limited is regulated by the Central Bank of Ireland. Registered No. C168372