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Random Jargon

Unit Trust Unit Trusts

A type of investment fund, your money is combined with that of other investors and used to buy a number of different investments, with the resulting fund being split into equal units.

Financial Calculators & Tools

Candid Calculator

Protected plans usually let you sleep at night thanks to shielding your investment from falling markets, but this often comes at the cost of missing out on dividends. Use this calculator to estimate whether a protected plan or tracker fund will leave you better off for a given index return.

Protected Plan vs Tracker Calculator
Investment period years Sum invested £
Assumed total index return ? % Tracker annual charge ? %
Plan index exposure ? % Tracker annual dividend ? %

Assumes tracker dividends are fixed, in practice they may vary. Some protected plans may have more complex structures than the simple type used in this calculator, always ensure you understand the structure before investing. Calculator does not take tax into account.

Calculations are estimates provided for illustrative purposes only. Candid Money Limited accepts no liability whatsoever for their subsequent use.

Go to Calculators Homepage.