ISA Investment calculator

This calculator is designed to show how putting your money into an Aviva Stocks & Shares ISA could help you to achieve your investment goal.

The results are based on the figures you put in and the options you choose. They are only intended to give you an indication of possible returns and are not guaranteed, and may vary considerably from other projections you receive. Investment returns can go down as well as up and you may get back less than you invest.

This calculator does not provide personal advice or recommendations. If you are unsure whether this product is right for you, you should speak to a financial adviser. You can find one in your local area at www.unbiased.co.uk

How long could it take me to reach my goal?

What is your investment goal?

About your ISAs

How much do you want to invest?

You can pay in a single payment or regular payments, or both.

We have assumed there are 9 more payments in this tax year.

Summary of contributions

This tax year's contribution £ 0

Contributions for each further tax year £ 0

Please choose the rate that best fits your investment choices

Based on the assumptions below it could take you around

0 months

to reach your goal of

These results are based on your:

Existing ISA investments:

£0.00

New ISA investments:

£0.00

Based on any single and/or regular payments you've selected

Investment growth:

Based on the expected growth rate you've selected

These results do not take inflation into account, so remember that you would be able to buy less with the amounts shown in future than you would be able to today.

Charges

Charges assumed in the calculator are 0.75% a year.

Charges are typically between 0.5% and 1.85% of the fund value a year depending on investments chosen and the amount invested in the Aviva Online Investment Service.

Important Information

  • We've used the growth rate you have selected over the full term.
  • The growth rate shown is only an example. Actual growth rates will depend on how investments perform and could be higher or lower than the options available in this tool.
  • What you get back could be very different to what is shown in this tool and you could get back less than has been paid in.
  • If any of your investments are in cash ISAs, they are unlikely to have the same growth potential as investments in stocks and shares ISAs and the calculator may produce an over-estimation.
  • Please remember that inflation will reduce the spending power of any money you get back.
  • The calculator puts all of your ISA investments (existing, current and future) together and applies the same level of charges and rates of growth to the combined total. We have assumed a charges figure of 0.75% a year.
  • Actual charges may be higher or lower than those shown and will depend on the investments chosen Our investment charges and fees explained.
  • Please be aware that if your ISA investments are held in different places, they are likely to have different charges and grow at different rates, so the result can only ever be an indication of what might happen.

What's next?

It's important to shop around to get a deal that you're comfortable with. If you decide the Aviva Stocks & Shares ISA suits you, it's easy to apply. Find out more now:

Learn about our Aviva Stocks & Shares ISA

Nothing on this site is personalised advice or a recommendation. If you need a personalised recommendation based on your personal circumstances you should seek financial advice. You can find an adviser in your area using www.unbiased.co.uk

Help

Amount paid in this tax year

This is any amount you have already paid into an ISA this tax year. The tax year runs from 6th April to 5th April the following year.

Amount paid before this tax year

This is any amount you currently hold in an ISA with any provider previous to this tax year. The tax year runs from 6th April to 5th April the following year.

Expected rate of growth

This is the annual rate of growth anticipated. Your selection shouldn't be seen as an average, or in any way guaranteed. Investment returns cannot be predicted and may be higher or lower than this. You can change the expected rate of growth to see how a different level of investment return could affect what you get back.

Regular monthly payment

The minimum you can pay into the Aviva Stocks & Shares ISA as a regular amount is £25 a month. The maximum you can pay in is your remaining allowance (including any money already paid in this tax year) across the number of months left in this tax year. The ISA allowance for this tax year is £20,000.

Single Payment

The minimum you can pay into the Aviva Stocks & Shares ISA is £500. The maximum you can pay in is any amount (including any money already paid in this tax year) up to your full allowance for this tax year. The ISA allowance for this tax year is £20,000.