Investment calculator

How much do you need to invest each month to reach your investment goal?

  • 65%

    65% of active EQi customers have been with us for over 10 years

  • 86%

    86% of our customers say the key advantage of being a DIY investor is feeling in control

  • 4.55%

    The average real return of UK equities over 30 years*

*Real (inflation-adjusted) annual returns for UK equities and cash, 1994–2024. Source: Barclays Equity Gilt Study, Bank of England. Simulated annual returns for illustrative purposes.

Investment Risk Warnings

Investing involves risk. The value of investments can fall as well as rise, and you may get back less than you originally invested.

Tax treatment and any benefits available through ISAs, SIPPs and Lifetime ISAs depend on your individual circumstances and may change in the future.

EQi does not provide investment advice, so if you are unsure whether an investment or product is right for you, you should seek independent financial advice before making a decision.

 

What's your investment goal?

£

How will you get there?

£
%
Years

What do you need to invest each month?

£0.00

About our calculator: 

Our calculator is just an example - it doesn’t show what your investments will actually be worth. Remember investments can go down as well as up in value so you could get back less than you put in.

*2% is a low yearly growth rate, 5% is medium rate and 8% would mean a high growth rate; these rates aren't guaranteed, they are just examples.