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• Periodic investment calculator

Periodic investment calculator

What is periodic investment?

Periodic investment is a simple and convenient method of saving. Upon signing a periodic investment agreement, the amount fixed by you will be invested in one of Ūkio bankas investment funds of your choice at the periodicity selected by you. This investment method is useful to both novice investors and those with more extensive experience not having big savings but willing to make use of the advantages offered by long-term investment in investment funds.

By using this investment strategy you will save effectively – when investment fund unit value falls you will acquire a larger quantity thereof, while when investment fund unit value grows the value of the units owned by you will also grow. Thus, upon selecting the method of periodic investment you will not need think about the most suitable time for investment any more. Period investment is a strategy that always wins!

This calculator shows you the amount you may accumulate during the selected period with periodic monthly investments.This calculator is given for information purposes and is based on assumption that your selected return on investment will remain in average during the forecasted period and periodic payments will be made at the end of the period. The spreadsheet does not take into consideration any additional fees and taxes that the investor may be subject to (for instance transfer between accounts fee, money depositing fees, distribution fees, income taxes). Return on investment and the value of accumulated capital may deviate from calculations provided herein. Return on investment of the last period does not guarantee the same return in the future.

Initial invested amount, LTL Initial invested amount may start from LTL 0.

Investment period in years You may choose a period from 5 to 50 years

Amount invested every month, LTL The amount may range from LTL 100 to LTL 10,000.

Return on investment, please select Expected profitability rate, you may choose from the list of offered rates. 6 percent 10 percent 13 percent

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