South Africa
Namibia
Start Date
Past Fund Calculator
Past Fund Performance Tool
What would your investment have been worth had you invested earlier? Find out with our Past Performance tool.
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We have a range of funds personalised for you...
Choose a Fund
When you start your investment is important.
Investment Date
At what start date would you have invested in the selected fund?
Do you want to invest with lump sum, debit order or both...
Investment Option
Which investment option would you have liked to invest with?
Contributing on a monthly basis...
Debit Order
What amount would you have contributed monthly?
The minimum debit order amount is R500
Do you have a lump sum to start your investment...
Lump Sum
What initial lump sum amount would you have liked to invest?
The minimum lump sum amount is R10,000
The minimum lum sum amount is R0
Contributing on a monthly basis...
Annual Contribution Increase
By what percentage (eg 6%) would your monthly contribution have increased by annually?
Past Performance Information
Select a Fund
End Date
Debit Order
Lump Sum
Monthly Contribution Annual Increase (%)
Increase with inflation
Final Monthly Contribution
Total Investment Value
Total Premiums Paid
Current Benchmark Value
Current Investment Value to beat inflation
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Disclaimer:
- The Current Investment Value is calculated based on past performance, using the fund’s Net Asset Value with income distributions reinvested.
- Lump sum and monthly contributions are assumed to be made at the beginning of the month.
- Please note that these calculations are provided for illustrative purposes only and that past performance is not necessarily an indication of future performance.
- MandG Investment Managers (Pty) Ltd. will not be held responsible for any decisions based on this information.
- We recommend that you consult with a good independent financial adviser to assist you with meeting your investment goals.
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Investment Options:
- Minimum Debit Order = R500 pm.
- Minimum Lump Sum = R10 000.