SC
Southern Charter
My First Million
1
Age
2
Portfolio
3
Contribution
Step 1 of 3
How old are you?
Step 2 of 3
What's your current portfolio value?
R
Step 3 of 3
What's your monthly contribution?
R
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Your Figures▸
R
R
Assumed long-term inflation
%
Fund selection
About the Southern Charter BCI fund range
The Southern Charter BCI fund range is age/life-stage based: Growth (10+ years to retirement, targets CPI + 7%), Balanced (5–10 years to retirement, targets CPI + 5%) and Defensive (under 5 years to retirement, targets CPI + 3%).
Time to reach R1,000,000
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Southern Charter — R1 Million Goal Projection
Your fund
Growth Fund
Southern Charter BCI Growth Fund of Funds
Selected because you have 30 years to an assumed retirement age of 65.
Reaching R1,000,000▸
Estimated age when reached
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Total contributions to that point
R0
Total investment growth
R0
| Year | Age | Contributions (yr) | Growth (yr) | Portfolio Value |
|---|
Illustrative only. Assumes your monthly contribution increases every year in line with the assumed inflation rate, and that growth compounds monthly at the assumed rate for the selected fund. Actual fund performance will vary and is not guaranteed. This is not financial advice — speak to your Southern Charter financial adviser.
Want to get there sooner?
Commit to increasing your Retirement Annuity contribution and Southern Charter will help you put it in place.