Investment Portfolio Calculator

Your Provider InvestEngine
Total Investment £105,000 £105,000
Total Returns £118,244 £123,034
Total Fees £14,189 £6,152
Final Portfolio Value £209,055 £221,882

With InvestEngine you will gain an extra £12,828!



Step by step calculations

Your ProviderInvestEngine
Month InvestmentReturnFeePortfolio Valuation InvestmentReturnFeePortfolio Valuation
115,300.0062.507.5030,355.0015,300.0062.503.1330,359.38
2300.00126.4815.1830,766.30300.00126.506.3230,779.55
3300.00128.1915.3831,179.11300.00128.256.4131,201.38
4300.00129.9115.5931,593.43300.00130.016.5031,624.89
5300.00131.6415.8032,009.28300.00131.776.5932,050.07
6300.00133.3716.0032,426.64300.00133.546.6832,476.94
7300.00135.1116.2132,845.54300.00135.326.7732,905.49
8300.00136.8616.4233,265.98300.00137.116.8633,335.74
9300.00138.6116.6333,687.95300.00138.906.9433,767.69
10300.00140.3716.8434,111.47300.00140.707.0334,201.36
11300.00142.1317.0634,536.55300.00142.517.1334,636.74
12300.00143.9017.2734,963.18300.00144.327.2235,073.84
13300.00145.6817.4835,391.38300.00146.147.3135,512.68
14300.00147.4617.7035,821.15300.00147.977.4035,953.25
15300.00149.2517.9136,252.49300.00149.817.4936,395.56
16300.00151.0518.1336,685.42300.00151.657.5836,839.63
17300.00152.8618.3437,119.93300.00153.507.6737,285.45
18300.00154.6718.5637,556.04300.00155.367.7737,733.04
19300.00156.4818.7837,993.75300.00157.227.8638,182.40
20300.00158.3119.0038,433.06300.00159.097.9538,633.54
21300.00160.1419.2238,873.98300.00160.978.0539,086.46
22300.00161.9719.4439,316.51300.00162.868.1439,541.18
23300.00163.8219.6639,760.68300.00164.758.2439,997.70
24300.00165.6719.8840,206.46300.00166.668.3340,456.02
25300.00167.5320.1040,653.89300.00168.578.4340,916.16
26300.00169.3920.3341,102.95300.00170.488.5241,378.12
27300.00171.2620.5541,553.66300.00172.418.6241,841.91
28300.00173.1420.7842,006.03300.00174.348.7242,307.53
29300.00175.0321.0042,460.05300.00176.288.8142,775.00
30300.00176.9221.2342,915.74300.00178.238.9143,244.32
31300.00178.8221.4643,373.09300.00180.189.0143,715.49
32300.00180.7221.6943,832.13300.00182.159.1144,188.53
33300.00182.6321.9244,292.85300.00184.129.2144,663.45
34300.00184.5522.1544,755.25300.00186.109.3045,140.24
35300.00186.4822.3845,219.36300.00188.089.4045,618.92
36300.00188.4122.6145,685.16300.00190.089.5046,099.49
37300.00190.3522.8446,152.67300.00192.089.6046,581.97
38300.00192.3023.0846,621.90300.00194.099.7047,066.36
39300.00194.2623.3147,092.85300.00196.119.8147,552.66
40300.00196.2223.5547,565.52300.00198.149.9148,040.89
41300.00198.1923.7848,039.93300.00200.1710.0148,531.05
42300.00200.1724.0248,516.07300.00202.2110.1149,023.16
43300.00202.1524.2648,993.96300.00204.2610.2149,517.21
44300.00204.1424.5049,473.61300.00206.3210.3250,013.21
45300.00206.1424.7449,955.01300.00208.3910.4250,511.18
46300.00208.1524.9850,438.18300.00210.4610.5251,011.12
47300.00210.1625.2250,923.12300.00212.5510.6351,513.04
48300.00212.1825.4651,409.84300.00214.6410.7352,016.95
49300.00214.2125.7051,898.34300.00216.7410.8452,522.85
50300.00216.2425.9552,388.64300.00218.8510.9453,030.75
51300.00218.2926.1952,880.73300.00220.9611.0553,540.66
52300.00220.3426.4453,374.62300.00223.0911.1554,052.59
53300.00222.3926.6953,870.33300.00225.2211.2654,566.55
54300.00224.4626.9454,367.85300.00227.3611.3755,082.54
55300.00226.5327.1854,867.20300.00229.5111.4855,600.58
56300.00228.6127.4355,368.38300.00231.6711.5856,120.67
57300.00230.7027.6855,871.40300.00233.8411.6956,642.81
58300.00232.8027.9456,376.26300.00236.0111.8057,167.02
59300.00234.9028.1956,882.98300.00238.2011.9157,693.31
60300.00237.0128.4457,391.55300.00240.3912.0258,221.68
61300.00239.1328.7057,901.98300.00242.5912.1358,752.14
62300.00241.2628.9558,414.29300.00244.8012.2459,284.70
63300.00243.3929.2158,928.48300.00247.0212.3559,819.37
64300.00245.5429.4659,444.55300.00249.2512.4660,356.15
65300.00247.6929.7259,962.51300.00251.4812.5760,895.06
66300.00249.8429.9860,482.37300.00253.7312.6961,436.10
67300.00252.0130.2461,004.14300.00255.9812.8061,979.29
68300.00254.1830.5061,527.82300.00258.2512.9162,524.62
69300.00256.3730.7662,053.42300.00260.5213.0363,072.12
70300.00258.5631.0362,580.95300.00262.8013.1463,621.78
71300.00260.7531.2963,110.42300.00265.0913.2564,173.61
72300.00262.9631.5663,641.82300.00267.3913.3764,727.63
73300.00265.1731.8264,175.18300.00269.7013.4865,283.85
74300.00267.4032.0964,710.48300.00272.0213.6065,842.26
75300.00269.6332.3665,247.76300.00274.3413.7266,402.89
76300.00271.8732.6265,787.00300.00276.6813.8366,965.73
77300.00274.1132.8966,328.22300.00279.0213.9567,530.81
78300.00276.3733.1666,871.42300.00281.3814.0768,098.12
79300.00278.6333.4467,416.62300.00283.7414.1968,667.67
80300.00280.9033.7167,963.81300.00286.1214.3169,239.48
81300.00283.1833.9868,513.01300.00288.5014.4269,813.55
82300.00285.4734.2669,064.23300.00290.8914.5470,389.90
83300.00287.7734.5369,617.46300.00293.2914.6670,968.52
84300.00290.0734.8170,172.72300.00295.7014.7971,549.44
85300.00292.3935.0970,730.02300.00298.1214.9172,132.66
86300.00294.7135.3771,289.37300.00300.5515.0372,718.18
87300.00297.0435.6471,850.76300.00302.9915.1573,306.03
88300.00299.3835.9372,414.22300.00305.4415.2773,896.20
89300.00301.7336.2172,979.73300.00307.9015.4074,488.70
90300.00304.0836.4973,547.33300.00310.3715.5275,083.55
91300.00306.4536.7774,117.00300.00312.8515.6475,680.76
92300.00308.8237.0674,688.76300.00315.3415.7776,280.33
93300.00311.2037.3475,262.62300.00317.8315.8976,882.27
94300.00313.5937.6375,838.58300.00320.3416.0277,486.60
95300.00315.9937.9276,416.66300.00322.8616.1478,093.31
96300.00318.4038.2176,996.85300.00325.3916.2778,702.43
97300.00320.8238.5077,579.17300.00327.9316.4079,313.96
98300.00323.2538.7978,163.63300.00330.4716.5279,927.92
99300.00325.6839.0878,750.23300.00333.0316.6580,544.30
100300.00328.1339.3879,338.98300.00335.6016.7881,163.12
101300.00330.5839.6779,929.89300.00338.1816.9181,784.39
102300.00333.0439.9680,522.97300.00340.7717.0482,408.12
103300.00335.5140.2681,118.22300.00343.3717.1783,034.32
104300.00337.9940.5681,715.65300.00345.9817.3083,662.99
105300.00340.4840.8682,315.28300.00348.6017.4384,294.16
106300.00342.9841.1682,917.10300.00351.2317.5684,927.83
107300.00345.4941.4683,521.13300.00353.8717.6985,564.00
108300.00348.0041.7684,127.37300.00356.5217.8386,202.69
109300.00350.5342.0684,735.84300.00359.1817.9686,843.91
110300.00353.0742.3785,346.54300.00361.8518.0987,487.66
111300.00355.6142.6785,959.48300.00364.5318.2388,133.97
112300.00358.1642.9886,574.66300.00367.2218.3688,782.83
113300.00360.7343.2987,192.10300.00369.9318.5089,434.27
114300.00363.3043.6087,811.81300.00372.6418.6390,088.28
115300.00365.8843.9188,433.78300.00375.3718.7790,744.88
116300.00368.4744.2289,058.04300.00378.1018.9191,404.07
117300.00371.0844.5389,684.59300.00380.8519.0492,065.88
118300.00373.6944.8490,313.43300.00383.6119.1892,730.31
119300.00376.3145.1690,944.58300.00386.3819.3293,397.37
120300.00378.9445.4791,578.04300.00389.1619.4694,067.07
121300.00381.5845.7992,213.83300.00391.9519.6094,739.41
122300.00384.2246.1192,851.94300.00394.7519.7495,414.42
123300.00386.8846.4393,492.40300.00397.5619.8896,092.11
124300.00389.5546.7594,135.21300.00400.3820.0296,772.47
125300.00392.2347.0794,780.37300.00403.2220.1697,455.53
126300.00394.9247.3995,427.90300.00406.0620.3098,141.29
127300.00397.6247.7196,077.80300.00408.9220.4598,829.77
128300.00400.3248.0496,730.09300.00411.7920.5999,520.97
129300.00403.0448.3797,384.76300.00414.6720.73100,214.90
130300.00405.7748.6998,041.84300.00417.5620.88100,911.59
131300.00408.5149.0298,701.33300.00420.4621.02101,611.03
132300.00411.2649.3599,363.23300.00423.3821.17102,313.24
133300.00414.0149.68100,027.56300.00426.3121.32103,018.23
134300.00416.7850.01100,694.33300.00429.2421.46103,726.01
135300.00419.5650.35101,363.54300.00432.1921.61104,436.59
136300.00422.3550.68102,035.21300.00435.1521.76105,149.99
137300.00425.1551.02102,709.34300.00438.1221.91105,866.21
138300.00427.9651.35103,385.94300.00441.1122.06106,585.26
139300.00430.7751.69104,065.02300.00444.1122.21107,307.16
140300.00433.6052.03104,746.59300.00447.1122.36108,031.92
141300.00436.4452.37105,430.66300.00450.1322.51108,759.54
142300.00439.2952.72106,117.24300.00453.1622.66109,490.05
143300.00442.1653.06106,806.34300.00456.2122.81110,223.45
144300.00445.0353.40107,497.96300.00459.2622.96110,959.75
145300.00447.9153.75108,192.12300.00462.3323.12111,698.97
146300.00450.8054.10108,888.83300.00465.4123.27112,441.11
147300.00453.7054.44109,588.09300.00468.5023.43113,186.19
148300.00456.6254.79110,289.91300.00471.6123.58113,934.22
149300.00459.5455.14110,994.31300.00474.7323.74114,685.20
150300.00462.4855.50111,701.28300.00477.8623.89115,439.17
151300.00465.4255.85112,410.86300.00481.0024.05116,196.11
152300.00468.3856.21113,123.03300.00484.1524.21116,956.06
153300.00471.3556.56113,837.81300.00487.3224.37117,719.01
154300.00474.3256.92114,555.22300.00490.5024.52118,484.98
155300.00477.3157.28115,275.25300.00493.6924.68119,253.98
156300.00480.3157.64115,997.93300.00496.8924.84120,026.03
157300.00483.3258.00116,723.26300.00500.1125.01120,801.13
158300.00486.3558.36117,451.24300.00503.3425.17121,579.30
159300.00489.3858.73118,181.90300.00506.5825.33122,360.55
160300.00492.4259.09118,915.23300.00509.8425.49123,144.90
161300.00495.4859.46119,651.25300.00513.1025.66123,932.35
162300.00498.5559.83120,389.97300.00516.3825.82124,722.91
163300.00501.6260.19121,131.40300.00519.6825.98125,516.61
164300.00504.7160.57121,875.55300.00522.9926.15126,313.44
165300.00507.8160.94122,622.43300.00526.3126.32127,113.43
166300.00510.9361.31123,372.04300.00529.6426.48127,916.59
167300.00514.0561.69124,124.41300.00532.9926.65128,722.93
168300.00517.1962.06124,879.53300.00536.3526.82129,532.46
169300.00520.3362.44125,637.42300.00539.7226.99130,345.19
170300.00523.4962.82126,398.09300.00543.1027.16131,161.14
171300.00526.6663.20127,161.55300.00546.5027.33131,980.32
172300.00529.8463.58127,927.81300.00549.9227.50132,802.74
173300.00533.0363.96128,696.88300.00553.3427.67133,628.42
174300.00536.2464.35129,468.77300.00556.7927.84134,457.36
175300.00539.4564.73130,243.49300.00560.2428.01135,289.59
176300.00542.6865.12131,021.05300.00563.7128.19136,125.11
177300.00545.9265.51131,801.46300.00567.1928.36136,963.94
178300.00549.1765.90132,584.73300.00570.6828.53137,806.09
179300.00552.4466.29133,370.87300.00574.1928.71138,651.57
180300.00555.7166.69134,159.90300.00577.7128.89139,500.40
181300.00559.0067.08134,951.82300.00581.2529.06140,352.59
182300.00562.3067.48135,746.64300.00584.8029.24141,208.15
183300.00565.6167.87136,544.38300.00588.3729.42142,067.10
184300.00568.9368.27137,345.04300.00591.9529.60142,929.45
185300.00572.2768.67138,148.64300.00595.5429.78143,795.21
186300.00575.6269.07138,955.19300.00599.1529.96144,664.40
187300.00578.9869.48139,764.69300.00602.7730.14145,537.03
188300.00582.3569.88140,577.16300.00606.4030.32146,413.12
189300.00585.7470.29141,392.61300.00610.0530.50147,292.67
190300.00589.1470.70142,211.05300.00613.7230.69148,175.70
191300.00592.5571.11143,032.49300.00617.4030.87149,062.23
192300.00595.9771.52143,856.94300.00621.0931.05149,952.27
193300.00599.4071.93144,684.42300.00624.8031.24150,845.83
194300.00602.8572.34145,514.93300.00628.5231.43151,742.93
195300.00606.3172.76146,348.48300.00632.2631.61152,643.58
196300.00609.7973.17147,185.09300.00636.0131.80153,547.79
197300.00613.2773.59148,024.77300.00639.7831.99154,455.58
198300.00616.7774.01148,867.53300.00643.5632.18155,366.97
199300.00620.2874.43149,713.38300.00647.3632.37156,281.97
200300.00623.8174.86150,562.33300.00651.1732.56157,200.58
201300.00627.3475.28151,414.39300.00655.0032.75158,122.83
202300.00630.8975.71152,269.57300.00658.8532.94159,048.74
203300.00634.4676.13153,127.90300.00662.7033.14159,978.30
204300.00638.0376.56153,989.36300.00666.5833.33160,911.55
205300.00641.6276.99154,853.99300.00670.4633.52161,848.49
206300.00645.2277.43155,721.79300.00674.3733.72162,789.14
207300.00648.8477.86156,592.77300.00678.2933.91163,733.52
208300.00652.4778.30157,466.94300.00682.2234.11164,681.63
209300.00656.1178.73158,344.32300.00686.1734.31165,633.49
210300.00659.7779.17159,224.92300.00690.1434.51166,589.13
211300.00663.4479.61160,108.74300.00694.1234.71167,548.54
212300.00667.1280.05160,995.81300.00698.1234.91168,511.76
213300.00670.8280.50161,886.13300.00702.1335.11169,478.78
214300.00674.5380.94162,779.71300.00706.1635.31170,449.63
215300.00678.2581.39163,676.57300.00710.2135.51171,424.33
216300.00681.9981.84164,576.72300.00714.2735.71172,402.89
217300.00685.7482.29165,480.16300.00718.3535.92173,385.31
218300.00689.5082.74166,386.92300.00722.4436.12174,371.63
219300.00693.2883.19167,297.01300.00726.5536.33175,361.85
220300.00697.0783.65168,210.43300.00730.6736.53176,355.99
221300.00700.8884.11169,127.20300.00734.8236.74177,354.07
222300.00704.7084.56170,047.34300.00738.9836.95178,356.09
223300.00708.5385.02170,970.84300.00743.1537.16179,362.09
224300.00712.3885.49171,897.74300.00747.3437.37180,372.06
225300.00716.2485.95172,828.03300.00751.5537.58181,386.03
226300.00720.1286.41173,761.73300.00755.7837.79182,404.02
227300.00724.0186.88174,698.86300.00760.0238.00183,426.04
228300.00727.9187.35175,639.42300.00764.2838.21184,452.10
229300.00731.8387.82176,583.43300.00768.5538.43185,482.22
230300.00735.7688.29177,530.90300.00772.8438.64186,516.42
231300.00739.7188.77178,481.85300.00777.1538.86187,554.72
232300.00743.6789.24179,436.28300.00781.4839.07188,597.12
233300.00747.6589.72180,394.22300.00785.8239.29189,643.65
234300.00751.6490.20181,355.66300.00790.1839.51190,694.32
235300.00755.6590.68182,320.63300.00794.5639.73191,749.15
236300.00759.6791.16183,289.14300.00798.9539.95192,808.16
237300.00763.7091.64184,261.20300.00803.3740.17193,871.36
238300.00767.7692.13185,236.83300.00807.8040.39194,938.77
239300.00771.8292.62186,216.03300.00812.2440.61196,010.40
240300.00775.9093.11187,198.82300.00816.7140.84197,086.28
241300.00780.0093.60188,185.22300.00821.1941.06198,166.41
242300.00784.1194.09189,175.23300.00825.6941.28199,250.82
243300.00788.2394.59190,168.87300.00830.2141.51200,339.52
244300.00792.3795.08191,166.16300.00834.7541.74201,432.53
245300.00796.5395.58192,167.10300.00839.3041.97202,529.87
246300.00800.7096.08193,171.71300.00843.8742.19203,631.55
247300.00804.8896.59194,180.01300.00848.4642.42204,737.59
248300.00809.0897.09195,192.00300.00853.0742.65205,848.01
249300.00813.3097.60196,207.71300.00857.7042.89206,962.82
250300.00817.5398.10197,227.13300.00862.3543.12208,082.05
251300.00821.7898.61198,250.30300.00867.0143.35209,205.71
252300.00826.0499.13199,277.22300.00871.6943.58210,333.82
253300.00830.3299.64200,307.90300.00876.3943.82211,466.39
254300.00834.62100.15201,342.36300.00881.1144.06212,603.44
255300.00838.93100.67202,380.62300.00885.8544.29213,745.00
256300.00843.25101.19203,422.68300.00890.6044.53214,891.07
257300.00847.59101.71204,468.56300.00895.3844.77216,041.68
258300.00851.95102.23205,518.28300.00900.1745.01217,196.85
259300.00856.33102.76206,571.85300.00904.9945.25218,356.58
260300.00860.72103.29207,629.28300.00909.8245.49219,520.91
261300.00865.12103.81208,690.59300.00914.6745.73220,689.85
262300.00869.54104.35209,755.79300.00919.5445.98221,863.41
263300.00873.98104.88210,824.89300.00924.4346.22223,041.62
264300.00878.44105.41211,897.91300.00929.3446.47224,224.49
265300.00882.91105.95212,974.87300.00934.2746.71225,412.05
266300.00887.40106.49214,055.78300.00939.2246.96226,604.31
267300.00891.90107.03215,140.65300.00944.1847.21227,801.28
268300.00896.42107.57216,229.50300.00949.1747.46229,002.99
269300.00900.96108.11217,322.34300.00954.1847.71230,209.46
270300.00905.51108.66218,419.19300.00959.2147.96231,420.71
271300.00910.08109.21219,520.06300.00964.2548.21232,636.75
272300.00914.67109.76220,624.97300.00969.3248.47233,857.60
273300.00919.27110.31221,733.93300.00974.4148.72235,083.29
274300.00923.89110.87222,846.95300.00979.5148.98236,313.83
275300.00928.53111.42223,964.06300.00984.6449.23237,549.24
276300.00933.18111.98225,085.26300.00989.7949.49238,789.54
277300.00937.86112.54226,210.57300.00994.9649.75240,034.75
278300.00942.54113.11227,340.01300.001,000.1450.01241,284.88
279300.00947.25113.67228,473.59300.001,005.3550.27242,539.97
280300.00951.97114.24229,611.33300.001,010.5850.53243,800.02
281300.00956.71114.81230,753.23300.001,015.8350.79245,065.07
282300.00961.47115.38231,899.33300.001,021.1051.06246,335.11
283300.00966.25115.95233,049.63300.001,026.4051.32247,610.19
284300.00971.04116.52234,204.14300.001,031.7151.59248,890.31
285300.00975.85117.10235,362.89300.001,037.0451.85250,175.51
286300.00980.68117.68236,525.89300.001,042.4052.12251,465.78
287300.00985.52118.26237,693.15300.001,047.7752.39252,761.17
288300.00990.39118.85238,864.69300.001,053.1752.66254,061.68
289300.00995.27119.43240,040.53300.001,058.5952.93255,367.34
290300.001,000.17120.02241,220.68300.001,064.0353.20256,678.17
291300.001,005.09120.61242,405.15300.001,069.4953.47257,994.19
292300.001,010.02121.20243,593.97300.001,074.9853.75259,315.42
293300.001,014.97121.80244,787.15300.001,080.4854.02260,641.87
294300.001,019.95122.39245,984.70300.001,086.0154.30261,973.58
295300.001,024.94122.99247,186.65300.001,091.5654.58263,310.56
296300.001,029.94123.59248,393.00300.001,097.1354.86264,652.83
297300.001,034.97124.20249,603.77300.001,102.7255.14266,000.41
298300.001,040.02124.80250,818.99300.001,108.3455.42267,353.33
299300.001,045.08125.41252,038.66300.001,113.9755.70268,711.61
300300.001,050.16126.02253,262.80300.001,119.6355.98270,075.26
TOTAL105,000.00118,243.8714,189.26253,262.80105,000.00123,033.826,151.69270,075.26
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