SC
Southern Charter
My Compound Benefit
1
Age
2
Contribution
Step 1 of 2
How old are you?
Step 2 of 2
What's your monthly portfolio contribution?
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Your Details▸
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yrs
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Assumptions
Assumes retirement at age 65, contributions made monthly, and inflation of 4.0% p.a. Your contribution automatically increases by 4.0% every year — just as a salary naturally rises with inflation over time, so does the amount contributed. The return rate used is not fixed — it automatically follows Southern Charter's fund glide path as retirement approaches: Growth Fund (CPI+7%) 10+ years to go, Balanced Fund (CPI+5%) 5–10 years to go, Defensive Fund (CPI+3%) under 5 years to go.
Start now
Age — → 65Years contributing—
Total contributed—
Growth earned—
Value at 65—
Start in 5 years
Age — → 65Years contributing—
Total contributed—
Growth earned—
Value at 65—
Portfolio Value to Age 65▸
Start now
Start in 5 years
Ready to close the gap?
Commit to increasing your Retirement Annuity contribution and Southern Charter will help you put it in place.