Investment Growth Calculator

What type of savings are you interested in investing?
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Your investment could be worth

Premium Type:
Lump Sum Amount:
Monthly Payment:
Number of Years:
Fund Choice:
Investment Growth (less levy, charges and exit tax)
Total Investment Amount:

Regular and Single Premium Assumptions:

  • An annual management charge of 1.25% and a regular contribution allocation rate of 101% with no surrender penalties has been allowed for.
  • A government insurance levy (currently 1%) applies. The contributions above are inclusive of this levy.
  • We have assumed a gross investment return of 1%, 1.9%, 3.4%, 4.4% and 4.4% per annum on your savings (for Prisma 2, Prisma 3, Prisma 4, Prisma 5 and Prisma Max respectively).
  • The value of your investment may grow at a faster or slower rate meaning the value of your investment may be expected to fall from time to time as well as rise.
  • It is assumed that on death, encashment, partial encashment, assignment of a policy or on the 8th policy anniversary, tax is deducted on the gains made at the current rate of taxation (41%).
  • These assumptions and figures quoted are for illustrative purposes only and are not an offer of contract.
  • Warning: Past performance is not a reliable guide to future performance.
  • Warning: Benefits may be affected by changes in currency exchange rates.
  • Warning: The value of your investment may go down as well as up.
  • Warning: If you invest in these products you may lose some or all of the money you invest.

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