Personal Investor - Tools
 

Past Fund Performance Tool

What would your investment have been worth had you invested earlier? Find out with our Past Performance tool.

/

WE HAVE A RANGE OF FUNDS PERSONALISED FOR YOU...

Choose a Fund

When you start your investment is important.

Investment Date

At what start date would you have invested in the selected fund?

DO YOU HAVE A LUMP SUM TO START OFF YOUR INVESTMENT...

Lump Sum

What initial lump sum amount would you have liked to invest?

CONTRIBUTING ON A MONTHLY BASIS...

Monthly Contribution

What amount would you have contributed monthly?

CONTRIBUTING ON A MONTHLY BASIS...

Annual Contribution Increase

By what percentage (eg 6%) would your monthly contribution have increased by annually?

Past Performance Information

Select a Fund

Start Date

End Date

Lump Sum

Monthly Contribution

Monthly Contribution Annual Increase (%)

Increase with inflation

Final Monthly Contribution

Total Investment Value

Total Premiums Paid

Current Benchmark Value

Current Investment Value to beat inflation

 

 

 

INVEST NOW

    Disclaimer:
  • The Current Investment Value is calculated based on past performance, using the fund’s Net Asset Value with income distributions reinvested.
  • Lump sum and monthly contributions are assumed to be made at the beginning of the month.
  • Please note that these calculations are provided for illustrative purposes only and that past performance is not necessarily an indication of future performance.
  • Prudential Investment Managers (SA) Pty Ltd. will not be held responsible for any decisions based on this information.
  • We recommend that you consult with a good independent financial adviser to assist you with meeting your investment goals.
    Investment Options:
  • Minimum Debit Order = R500 pm.
  • Minimum Lump Sum = R10 000.