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Managed funds calculator





This calculator works for most types of managed funds. It does not work for insurance bonds, friendly society bonds, similar ‘tax paid’ investments, or retirement income stream products. For superannuation funds, please use the FIDO super calculator.

Online versionView the online version of the managed funds calculator (requires Adobe Flash Player)
Note: you are able to print results but not save.
Excel versionDownload the excel spreadsheet version of the managed funds calculator (click on icon to right).
Note: you are able to print and save results.
CalculatorManagedFunds_20100104.xls
What the calculator does

Managed funds calculator guide

Consider your own circumstances carefully when using this calculator. You might need expert, licensed advice financial advice.
Whether you want to invest a single lump sum or make regular contributions as part of an investment program, the calculator shows the effect of choices you make about:
  • fees
  • regular contributions
  • changing funds
  • different investment options.
Here is an example of what the calculator can show you:

Information you need

Your fund’s website may contain the latest version of these documents.
  • your fund’s most up-to-date product disclosure statement
  • your latest fund statement, if you’re thinking about changing funds.

More about investing in managed funds
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