Key In Details

Intial Investment 250,000

One Off Report Charges 1,750 Year Month Initial Investment
Upfront Charge 4% Month 1 250,000
Annual Trustee FeeFee - Billed
Asset Managment 800 Month 2 239,894
Quarterly 0.25% Month 3 241,093
Portfolio Cost 1% Month 4 239,585
Growth Rate 6% Month 5 240,783
Month 6 241,987
Year 1
Year 1 £ 241,053 Month 7 240,473
Year 2 £ 243,839 Month 8 241,675
Year 3 £ 246,666 Month 9 242,883
Year 4 £ 249,535 Month 10 241,364
Year 5 £ 252,448 Month 11 242,571
Year 6 £ 255,403 Month 12 243,784
Year 7 £ 258,403 Month 13 242,258
Year 8 £ 261,447 Month 14 242,666
Year 9 £ 264,537 Month 15 243,879
Year 10 £ 267,672 Month 16 242,353
Month 17 243,565
Month 18 244,783
Year 2
Month 19 243,252
Month 20 244,468
Month 21 245,690
Month 22 244,153
Month 23 245,374
Month 24 246,601
Month 25 245,058
Month 26 245,479
Month 27 246,707
Month 28 245,163
Month 29 246,389
Month 30 247,621
Year 3
Month 31 246,072
Month 32 247,302
Month 33 248,539
Month 34 246,984
Month 35 248,219
Month 36 249,460
Month 37 247,899
Month 38 248,335
Month 39 249,577
Month 40 248,015
Month 41 249,255
Month 42 250,502
Year 4
Month 43 248,934
Month 44 250,179
Month 45 251,430
Year 4

Month 46 249,857
Month 47 251,106
Month 48 252,362
Month 49 250,783
Month 50 251,233
Month 51 252,489
Month 52 250,910
Month 53 252,164
Month 54 253,425
Year 5
Month 55 251,840
Month 56 253,099
Month 57 254,364
Month 58 252,773
Month 59 254,037
Month 60 255,307
Month 61 253,710
Month 62 254,174
Month 63 255,445
Month 64 253,847
Month 65 255,116
Month 66 256,392
Year 6
Month 67 254,788
Month 68 256,062
Month 69 257,342
Month 70 255,732
Month 71 257,011
Month 72 258,296
Month 73 256,680
Month 74 257,160
Month 75 258,445
Month 76 256,828
Month 77 258,113
Month 78 259,403
Year 7
Month 79 257,780
Month 80 259,069
Month 81 260,365
Month 82 258,736
Month 83 260,029
Month 84 261,330
Month 85 259,695
Month 86 260,189
Month 87 261,490
Month 88 259,854
Month 89 261,154
Month 90 262,459
Year 8
Month 91 260,817
Month 92 262,121
Month 93 263,432
Year 8

Month 94 261,784
Month 95 263,093
Month 96 264,408
Month 97 262,754
Month 98 263,264
Month 99 264,580
Month 100 262,925
Month 101 264,240
Month 102 265,561
Year 9
Month 103 263,900
Month 104 265,219
Month 105 266,545
Month 106 264,878
Month 107 266,202
Month 108 267,533
Month 109 265,859
Month 110 266,385
Month 111 267,717
Month 112 266,042
Month 113 267,372
Month 114 268,709
Year 10
Month 115 267,028
Month 116 268,363
Month 117 269,705
Month 118 268,018
Month 119 269,358
Month 120 270,704
Month 121 269,011
Month 122 269,552
Month 123 270,900
Month 124 269,205
Month 125 270,551
Month 126 271,904
Year 11
Month 127 270,203
Month 128 271,554
Month 129 272,911
Month 130 271,204
Month 131 272,560
Month 132 273,923
Month 133 272,209
Month 134 272,766
Month 135 274,130
Month 136 272,415
Month 137 273,777
Month 138 275,146
Year 12
Month 139 273,425
Month 140 274,792
Month 141 276,166
Year 12

Month 142 274,438

Month 143 275,810
Month 144 277,189
Month 145 275,455
Month 146 276,029
Month 147 277,409
Month 148 275,673
Month 149 277,052
Month 150 278,437
Year 13
Month 151 276,695
Month 152 278,079
Month 153 279,469
Month 154 277,721
Month 155 279,109
Month 156 280,505
Month 157 278,750
Month 158 279,340
Month 159 280,736
Month 160 278,980
Month 161 280,375
Month 162 281,777
Year 14
Month 163 280,014
Month 164 281,414
Month 165 282,821
Month 166 281,052
Month 167 282,457
Month 168 283,869
Month 169 282,093
Month 170 282,700
Month 171 284,113
Month 172 282,336
Month 173 283,748
Month 174 285,166
Year 15
Month 175 283,382
Month 176 284,799
Month 177 286,223
Month 178 284,433
Month 179 285,855
Month 180 287,284
Month 181 285,487
Month 182 286,110
Month 183 287,541
Month 184 285,742
Month 185 287,171
Month 186 288,607
Year 16
Month 187 286,801
Month 188 288,235
Month 189 289,676
Year 16

Month 190 287,864

Month 191 289,303
Month 192 290,750
Month 193 288,931
Month 194 289,572
Month 195 291,020
Month 196 289,199
Month 197 290,645
Month 198 292,098
Year 17
Month 199 290,271
Month 200 291,722
Month 201 293,181
Month 202 291,347
Month 203 292,803
Month 204 294,267
Month 205 292,426
Month 206 293,085
Month 207 294,550
Month 208 292,707
Month 209 294,171
Month 210 295,642
Year 18
Month 211 293,792
Month 212 295,261
Month 213 296,737
Month 214 294,881
Month 215 296,355
Month 216 297,837
Month 217 295,974
Month 218 296,650
Month 219 298,133
Month 220 296,268
Month 221 297,749
Month 222 299,238
Year 19
Month 223 297,366
Month 224 298,853
Month 225 300,347
Month 226 298,468
Month 227 299,960
Month 228 301,460
Month 229 299,574
Month 230 300,268
Month 231 301,769
Month 232 299,882
Month 233 301,381
Month 234 302,888
Year 20
Month 235 300,993
Month 236 302,498
Month 237 304,010
Year 20

Month 238 302,109

Month 239 303,619
Month 240 305,137
Charges Asset Value
£ 11,300 £ 238,700
£ 239,894
£ 2,700 £ 238,393
£ 239,585
£ 240,783
£ 2,710 £ 239,276
£ 240,473
£ 241,675
£ 2,720 £ 240,163
£ 241,364
£ 242,571
£ 2,730 £ 241,053
£ 800 £ 241,458
£ 242,666
£ 2,731 £ 241,148
£ 242,353
£ 243,565
£ 2,742 £ 242,041
£ 243,252
£ 244,468
£ 2,752 £ 242,938
£ 244,153
£ 245,374
£ 2,762 £ 243,839
£ 800 £ 244,258
£ 245,479
£ 2,763 £ 243,944
£ 245,163
£ 246,389
£ 2,773 £ 244,848
£ 246,072
£ 247,302
£ 2,784 £ 245,755
£ 246,984
£ 248,219
£ 2,794 £ 246,666
£ 800 £ 247,099
£ 248,335
£ 2,795 £ 246,781
£ 248,015
£ 249,255
£ 2,806 £ 247,696
£ 248,934
£ 250,179
£ 2,816 £ 248,614
 £ 249,857
£ 251,106
£ 2,826 £ 249,535
£ 800 £ 249,983
£ 251,233
£ 2,828 £ 249,661
£ 250,910
£ 252,164
£ 2,838 £ 250,587
£ 251,840
£ 253,099
£ 2,849 £ 251,515
£ 252,773
£ 254,037
£ 2,859 £ 252,448
£ 800 £ 252,910
£ 254,174
£ 2,861 £ 252,584
£ 253,847
£ 255,116
£ 2,872 £ 253,520
£ 254,788
£ 256,062
£ 2,882 £ 254,460
£ 255,732
£ 257,011
£ 2,893 £ 255,403
£ 800 £ 255,880
£ 257,160
£ 2,895 £ 255,551
£ 256,828
£ 258,113
£ 2,905 £ 256,498
£ 257,780
£ 259,069
£ 2,916 £ 257,449
£ 258,736
£ 260,029
£ 2,927 £ 258,403
£ 800 £ 258,895
£ 260,189
£ 2,929 £ 258,561
£ 259,854
£ 261,154
£ 2,940 £ 259,520
£ 260,817
£ 262,121
£ 2,950 £ 260,482
 £ 261,784
£ 263,093
£ 2,961 £ 261,447
£ 800 £ 261,954
£ 263,264
£ 2,963 £ 261,617
£ 262,925
£ 264,240
£ 2,974 £ 262,587
£ 263,900
£ 265,219
£ 2,985 £ 263,560
£ 264,878
£ 266,202
£ 2,996 £ 264,537
£ 800 £ 265,059
£ 266,385
£ 2,998 £ 264,718
£ 266,042
£ 267,372
£ 3,010 £ 265,699
£ 267,028
£ 268,363
£ 3,021 £ 266,684
£ 268,018
£ 269,358
£ 3,032 £ 267,672
£ 800 £ 268,211
£ 269,552
£ 3,034 £ 267,866
£ 269,205
£ 270,551
£ 3,045 £ 268,858
£ 270,203
£ 271,554
£ 3,057 £ 269,855
£ 271,204
£ 272,560
£ 3,068 £ 270,855
£ 800 £ 271,409
£ 272,766
£ 3,070 £ 271,060
£ 272,415
£ 273,777
£ 3,082 £ 272,065
£ 273,425
£ 274,792
£ 3,093 £ 273,073
 £ 274,438
£ 275,810
£ 3,105 £ 274,085
£ 800 £ 274,655
£ 276,029
£ 3,107 £ 274,302
£ 275,673
£ 277,052
£ 3,118 £ 275,318
£ 276,695
£ 278,079
£ 3,130 £ 276,339
£ 277,721
£ 279,109
£ 3,142 £ 277,363
£ 800 £ 277,950
£ 279,340
£ 3,144 £ 277,592
£ 278,980
£ 280,375
£ 3,156 £ 278,621
£ 280,014
£ 281,414
£ 3,168 £ 279,654
£ 281,052
£ 282,457
£ 3,179 £ 280,690
£ 800 £ 281,293
£ 282,700
£ 3,182 £ 280,931
£ 282,336
£ 283,748
£ 3,194 £ 281,973
£ 283,382
£ 284,799
£ 3,206 £ 283,018
£ 284,433
£ 285,855
£ 3,218 £ 284,067
£ 800 £ 284,687
£ 286,110
£ 3,220 £ 284,320
£ 285,742
£ 287,171
£ 3,232 £ 285,374
£ 286,801
£ 288,235
£ 3,244 £ 286,432
 £ 287,864
£ 289,303
£ 3,256 £ 287,494
£ 800 £ 288,131
£ 289,572
£ 3,259 £ 287,760
£ 289,199
£ 290,645
£ 3,271 £ 288,827
£ 290,271
£ 291,722
£ 3,284 £ 289,897
£ 291,347
£ 292,803
£ 3,296 £ 290,972
£ 800 £ 291,626
£ 293,085
£ 3,299 £ 291,251
£ 292,707
£ 294,171
£ 3,311 £ 292,330
£ 293,792
£ 295,261
£ 3,323 £ 293,414
£ 294,881
£ 296,355
£ 3,336 £ 294,501
£ 800 £ 295,174
£ 296,650
£ 3,339 £ 294,794
£ 296,268
£ 297,749
£ 3,351 £ 295,886
£ 297,366
£ 298,853
£ 3,364 £ 296,983
£ 298,468
£ 299,960
£ 3,376 £ 298,084
£ 800 £ 298,774
£ 300,268
£ 3,380 £ 298,390
£ 299,882
£ 301,381
£ 3,392 £ 299,496
£ 300,993
£ 302,498
£ 3,405 £ 300,606
 £ 302,109
£ 303,619
£ 3,418 £ 301,720