Our Interest Calculator highlights the importance of compounding returns when investments are held in a tax efficient wrapper, such as an ISA or a SIPP.

Risks and Assumptions

We have assumed the following annualised returns (net of fees and after inflation) on the portfolio types:

Cautious: Inflation + 2%
Balanced / Income: Inflation + 4%
Growth: Inflation + 5.5%
World growth: Inflation +8%

These investment returns are representative only and are not guaranteed. Actual returns could be lower or higher than these projections. Past performance is not a guide to future returns, investments can rise or fall and you may get back less than you invest.

This tool and the projections do not constitute investment advice. Please contact us if you would like independent investment advice.

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