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Investment growth
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Your contributions
Information and content notice
The information and content of this publication/presentation is provided by Allan Gray as general information about the company and its products and services. Allan Gray does not guarantee the suitability or potential value of any information or particular investment source. Actual investor performance may differ as a result of the investment date, the date of reinvestment and dividend withholding tax. Movements in exchange rates may cause the value of underlying international investments to go up or down. The information provided is not intended to nor does it constitute financial, tax, legal, investment, or other advice. Before making any decision or taking any action regarding your finances, you should consult a qualified financial adviser. Nothing contained in this publication/presentation constitutes a solicitation, recommendation, endorsement or offer by Allan Gray, but is merely an invitation to do business.
Allan Gray has taken and will continue to take care that all information provided, in so far as this is under its control, is true and correct. However, Allan Gray shall not be responsible for and therefore disclaims any liability for any loss, liability, damage (whether direct or consequential) or expense of any nature whatsoever, which may be suffered as a result of or which may be attributable, directly or indirectly, to the use of or reliance upon any information provided.
Important reminder: All values shown are indicative based on the information given. Past performance is not an indication of future performance, and investment returns are not guaranteed. This calculator is not a financial planning tool.
Are you investing monthly?
You choose if and how much you want to invest monthly (min R1 000) and can increase, decrease, stop and restart your contributions whenever you want to. No transaction fees and no penalties.
Need a larger number?
You can type one in manually
By how much will you increase your monthly contributions each year?
Consider increasing your contributions each year to at least keep up with inflation (i.e. the rising cost of goods and services over time).
Are you investing a lump sum?
You can start investing with a monthly amount, a single lump sum amount, or both. If you don’t want to invest monthly, you can start with a single lump sum of R50 000 or more.
Need a larger number?
You can type one in manually
How many years do you plan to invest for?
Long-term wealth creation requires patience. The longer you leave your money invested for, the more time it has to grow.
What is your investment objective?
Your investment growth comes from the unit trust(s) you are invested in. Remember that investment returns don’t come in a straight line. This means that the value of your investment may go up and down, which is known as fluctuation.
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Monthly amount
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Yearly increase
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Lump sum
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Years invested
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Investment objective
Steady growth
Ready to take the next step?
Achieving your financial goals starts with making good financial decisions. Wherever you are in your journey, there is no time like the present to take that next step.
Invest via our new mobile web app
Allan Gray Go is the simplest way to start a basic unit trust investment in one of our core unit trusts. The app is designed to help you invest an appropriate amount and achieve your investment goal.
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Choose between all the different investment accounts and unit trusts we offer.
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See what your investment could be worth
Investment values change all the time. Do you know what yours could grow to?