Explore how different investment models could support your future plans. Compare illustrative model outcomes against a market average and generate a personalised report preview.
This tool uses illustrative projected returns only. It does not constitute personal financial advice. Past and projected performance is not a guarantee of future results. Capital is at risk.
Balanced model vs. market average · 5-year horizon
Based on an initial investment of £50,000 with £500/month over 5 years, the Balanced model projects a total value of £107,484, representing a gain of £27,484 above your total contributions.
At ~7.1% p.a. illustrative return, the Balanced model outperforms the market average (5.8% p.a.) by approximately £5,560 over the period.
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