Southern Charter
A few quick questions, then we'll build your investment projection.
What would you like to calculate?
What's your initial lump sum?
0 is fine if you're starting from scratch.
How much would you like to contribute, and how often?
Tell us about your timeframe
Enter this in today's Rand value — e.g. "R5 million" means R5 million in spending power today. "Adjust for inflation" is on by default, so we'll work out the larger, actual Rand amount you'll need by your goal date, since prices rise every year. Turn it off if you'd rather work in flat, non-inflated values.
Everything you enter here stays in your browser.
Your Investment Details
Your Investment Details
Enter this in today's Rand value — e.g. "R5 million" means R5 million in spending power today. "Adjust for inflation" below is on by default, working out the larger, actual Rand amount you'll need by your goal date. Turn it off if you'd rather work in flat, non-inflated values.
Fund Selection
Southern Charter's flagship, risk-profiled Life Cycle Funds — each targets a different long-term return above inflation (CPI). Pick the one you'd like to project, or let us recommend one based on your time horizon.
—