Investment Goal Calculator — Calculate & Plan Your Financial Targets

Investment Goal Calculator

Plan and track your investment goals. Calculate future values, optimize contributions, and visualize growth to reach your financial targets.

Step 1: Investment Goal

£50,000
10 years
£300

Setting Investment Goals

Define clear financial targets and calculate the regular investments needed to achieve them. Consider adjusting your timeframe or monthly amount to match your goals.

Step 2: Investment Strategy

2.5%

About Investment Strategies

Conservative strategies have lower risk with steady returns. Balanced strategies mix growth and stability. Aggressive strategies target higher returns with more market exposure.

Investment Goal Results

Summary
Strategy Comparison
Breakdown

Projected Investment Value

£58,240
Based on £300 monthly investments with 6% annual growth over 10 years
Total Contributions
£41,000
Investment Growth
£17,240
Goal Progress
116%
Monthly Needed for Goal
£258

Investment Strategy Comparison

Investment Strategy Growth Rate Projected Value Goal Achievement

Annual Growth Breakdown

Investment Growth Formula

Future Value = PV × (1 + r)^n + PMT × [(1 + r)^n – 1] / r

Where PV = present value (initial investment), r = monthly growth rate, n = number of months, PMT = monthly investment. This calculates compound growth over time.

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