Investment Growth Calculator
Your investment could be worth
- Premium Type:
- Lump Sum Amount:
- Monthly Payment:
- Number of Years:
- Fund Choice:
Investment Growth (less levy, charges and exit tax)
Total Investment Amount:
Regular and Single Premium Assumptions:
- An annual management charge of 1.25% and a regular 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 1.9%, 3.4%, 4.4%, 4.4% and 3.4% 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.