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Random Jargon

NAV Investment Trusts

Net asset value. The actual value of underlying investments within an investment trust, often differs from the value based on the trust's share price.

Financial Calculators & Tools

Candid Calculator

Use this caculator to estimate how much a lump sum and/or monthly investment might be worth in future.

Note: the calculator assumes you have already used your personal savings & dividends allowances when selecting a tax rate.

'How Much?' Investment Calculator
Initial lump sum £ Monthly saving £
Saving period years Months months
Annual investment return ? % of which income ? %
Is the income (if any) paid as ?
Initial charge (if applicable) ? % Annual charge (if applicable) ? %
Are you a taxpayer?
Annual inflation rate (%) ?

Assumes a fixed annual return throughout, in practice this will likely vary. Calculator does not take account of capital gains tax. Current tax year income tax rates used, these may vary in future, as might investment tax legislation.

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

Go to Calculators Homepage.