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Creation Price Unit Trusts

The cost to a fund manager of creating new units in a unit trust, includes the offer price of the underlying investments plus stamp duty and dealing costs.

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Financial Calculators & Tools

Use this caculator to estimate how much a lump sum and/or monthly investment might be worth in future.

Note: the calculator assumes you have already used your personal savings & dividends allowances when selecting a tax rate.

'How Much?' Investment Calculator
Initial lump sum	£	Monthly saving	£
Saving period	years	Months	months
Annual investment return ?	%	of which income ?	%
Is the income (if any) paid as ?		Dividends (e.g. shares)Interest (e.g. gilts)ISA
Initial charge (if applicable) ?	%	Annual charge (if applicable) ?	%
Are you a taxpayer?
Annual inflation rate (%) ?

Assumes a fixed annual return throughout, in practice this will likely vary. Calculator does not take account of capital gains tax. Current tax year income tax rates used, these may vary in future, as might investment tax legislation.

Calculations are estimates provided for illustrative purposes only. Candid Money Limited accepts no liability whatsoever for their subsequent use.

Go to Calculators Homepage.