Our Investment Calculator

Important Information

This calculator is developed by an independent third-party provider, who is responsible for its baseline calculations and any required updates.

It uses historical Total Shareholder Return (TSR) data provided by Alliance Witan to simulate investment growth based on past performance. Taking an initial investment amount and monthly contributions, and assuming dividends are reinvested, it simulates how those investments would have grown over the selected period.

This calculation does not take into account any fees or charges that may apply, which will vary depending on how shares are purchased. Tax has also not been taken into consideration, as tax treatment depends on the individual circumstances of each investor and may be subject to change in the future.

This information is based on simulated past performance and should not be considered a reliable guide to future results. Simulated results do not represent actual trading and are subject to limitations. The value of your investment will depend on the market price of the Investment Trust’s shares, which may differ from the value of its underlying assets. As such, your investment value may not reflect the Trust’s asset value.