Calculating Money Needed for Lump Sum Investment

This simulation aims to illustrate you the money needed for lump sum investment to achieve certain return in a certain investment period. There are different types of mutual fund to be chosen.

You only need to insert your Investment Target and the Investment Period in the investor's assumption below.

Illustration
You have a 11 years old son and when he turns 18 you will send him to continue studying overseas. The estimation for tutition fee at that time is 1 billion rupiah. How much do you need to invest now?

Investment Target : Rp 1.000.000.000
Investment Period : 18 years – 11 years = 7 years

After the calculation, the money needed for the tution fee is Rp 313.925.033,- if you invest in equity fund.

For your information, the expected return is not a guarantee. The number is an indication based on historical performance.

Investor's Assumption
Investment Target :
Investment Period :  Years    
Types of Investments
Rate of Return*
Money Needed
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