Savings Calculator

Answer a few questions regarding your current and future financial situation to receive a detailed savings forecast.

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Savings Calculator

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What is your starting lumpsum?

R100,000

Monthly Contribution

R5,000

Annual Escalation

5%

How long would you like to invest in years?

5

What is your risk strategy?

How old are you?

50

You’re done!

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Your Savings Calculation

Long term average
Best case outcome
Worst case outcome

A conservative investment strategy can be described as a low-risk investment with the objective of generating above-inflation growth over a 3-year period. A conservative portfolio is comprised of stable and income funds.

A moderately conservative investment strategy can be described as a low to medium-risk investment with the objective of generating above-inflation growth over a 3 to 5-year period. A moderately conservative portfolio is comprised of stable and medium-equity funds.

A moderate investment strategy can be described as a medium-risk investment with the objective of generating growth well above-inflation over a 5 to 7-year period. A moderate portfolio is comprised of balanced and worldwide funds to achieve its investment objective.

A moderately aggressive investment strategy can be described as a medium to high-risk investment with the objective of generating returns well above inflation over the medium to long-term. A moderately aggressive portfolio is comprised of balanced and flexible funds.

An aggressive investment strategy can be described as a high-risk investment with the objective of generating maximum returns attainable from equity markets (shares) over the long-term. An aggressive portfolio is comprised of equity and value funds with exposure to both SA and offshore equity markets.

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