Calculators > Saving > Lump sum calculator

Lump sum calculator

Use this calculator to work out what your lump sum investment may be worth in the future.

 

Lump sum calculator

 
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% per annum
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Prior to changing your personal finances as a result of this calculation we recommend you view our disclaimer.
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Notes on this calculator
  1. Repayments are not assumed to increase each year.
  2. These calculators are designed to give you ballpark figures only – in other words, they won't be exact to the absolute dollars and cents.
  3. You don't need to use dollar signs or commas when inserting dollar amounts. Example: 10500 not $10,500.
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  4. Net real rate of return
    The net real rate of return is how much you will earn from your investment after tax, fees and inflation have been taken into account. Sorted typically uses a net real rate or return of 2.5% per annum, which is what you might expect to get from a balanced-fund (gross interest rate of around 7% before tax, fees and inflation are taken off).
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