Investment Growth Calculator

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Your investment (after tax) could be worth

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Lump Sum Amount:
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Number of Years:
Fund Choice:
Investment Growth (after tax)
Total Investment Amount:

Regular and Single Premium Assumptions:

  • An annual management charge of 1.35% and a contribution allocation rate of 101% with no surrender penalties has been allowed for.
  • A government insurance levy (currently 1%) applies. The contributions above are inclusive of this levy.
  • We have assumed a gross investment return of 3%, 4.6%, 5.5%, 5.6% and 4.6% per annum on your savings (for Prisma 3, Prisma 4, Prisma 5, Prisma Max and Balanced Fund respectively).
  • The value of your investment may grow at a faster or slower rate meaning the value of your investment may be expected to fall from time to time as well as rise.
  • It is assumed that on death, encashment, partial encashment, assignment of a policy or on the 8th policy anniversary, tax is deducted on the gains made at the current rate of taxation (41%).
  • These assumptions and figures quoted are for illustrative purposes only and are not an offer of contract.
  • Warning: Past performance is not a reliable guide to future performance.
  • Warning: Benefits 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 these products you may lose some or all of the money you invest.
  • Warning: These figures are estimates only. They are not a reliable guide to the future performance of your investment.
  • Warning: The income your get from this investment may go down as well as up.

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