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What’s the Right Portfolio Mix for you?

From conservative to growth-focused strategies, find the fund mix that helps you stay confident and on track toward your financial goals.

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How it Works

one

Input Your Details

Enter your initial investment, monthly income, the percentage you’d like to invest, and your investment duration in years.

two

Adjust for Risk

Slide the scale to determine what level of market volatility you are comfortable with.

three

View Results

See how your investment could potentially grow over time, and adjust your parameters to find the best strategy for your goals.

Choose how you want to calculate your investment

See how your investment could shape up

Select an option to get started.

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End goal
Initial deposit
?

We recommend a minimum of USD $5,000 but this can be any amount you are comfortable with.

Monthly contribution
?

Consider your circumstances and outgoings. If you are not sure, use our contribution calculator.

Monthly income
What % of your income do you want to invest?
Investment duration
?
Risk tolerance

What market volatility are you comfortable with?

Not sure what level of risk you are comfortable with? Use our Risk Tolerance Guide external-link to help you.

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Submit
Re-calculate to update your investment summary
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Investing made easy

Investing made easy with the LOM Calculator

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Our assumptions:

  1. 0% salary growth rate - your monthly contributions are assumed to remain constant throughout the investment period.
  2. 0% inflation - the purchasing power of your future returns and contributions are not adjusted for inflation. This assumption may result in either an overestimation of nominal returns or an underestimation of potential impact of inflation on real returns depending on actual inflation rates.
  3. Stable exchange rates - some investments have exposure to overseas markets which will impact the actual performance.
  4. Time horizon is at least 5 years. Investing should be seen as a medium to long term proposition.

WARNING: the value of investments, and any income from them can fluctuate up and down and you may not get back what you invest. You should consider whether any products are appropriate in view of your own circumstances, including not only your risk tolerance, but also your financial situation, investment knowledge and / or experience, investment objectives and preferred investment period.

Eligibility criteria and fees apply.

1 Wait time is subject to compliance approval.

Plan Smarter

The Investment Calculator is a great starting point for planning your financial future. For one-on-one guidance, our experienced investment advisors are always here to help.

Reach out to our team of experts for personalised investment advice.

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