Investment Compound Interest Calculator

Investment Comparison

As An Example You May Find It Interesting To Compare A Property Purchase Against A Medium-Long Term Investment Plan:

Property Investment | $250,000 – 1997

Purchase Price – 1997
$250,000

Todays Value:

$750,000 – 2017

$500,000 Gross Return.

Total Value Of Property/Investment$750,000

Connected Investment Platform | $250,000

10 year term

Investment is split 70/30 throughout the agreed investment terms:

Total Fund | $250,000

70% invested into Corporate Bond | $175,000

30% invested into Mutual Funds/Alternative Investments | $75,000

70% Invested Within Corporate Bond** – $175,000 @ 11.9%*

*See current example corporate bonds offered within the Connected Investments Platform opposite.
For a Term Of 10 Years On $175,000.00 At A Rate Of 11.90%, The Accrued Interest Is $390,340.47.
Interest Accrued: $390,340.47
Total Sum Of 70% Investment Fund At The End Of 10 Year Term.

$390,340.47 Gross Return

Total Investment Fund Value (70%)

$390,340.47 + $175,000.00 =

$565,340.47

 30% Invested In To Mutual Funds* $75,000 @ 34.75%

(Average last 3 years** but not including alternative investments/early stage investments.)
*See Current Mutual Funds Included Within The Connected Investment Platform
For A Term Of 10 Years On $75,000.00 At A Rate Of 13.62%, The Accrued Interest Is $211,235.06.

Return On Investment:

$211,235.06 Gross Return

Total Investment Fund Value (30%)

$211,235.06 + $75,000.00 =

$286,235.06 

Total Investment Fund At End Of 10 Year Term

$286,235.06 + $565,340.47 =

$851,575.53 Gross Return

Based On 10 Year Connected Investment Versus 20 Year Property Investment.

For further information on Whitmore Capital’s connected investments platform please contact the Client Services Team here or email [email protected]com 

 

 

Alternatively our telephone contact numbers are:

Whitmore Capital Connected Investments – Institutions and Individuals Investing Together

Compound Interest Calculator

The Compound Interest calculator is a basic tool to give an indication of potential returns on investments across individual asset classes:

 

 

 

Sharing Economy Explained

Connected Investments Platform