About
This calculator estimates the 24 month return on your portfolio by calculating the actual return that would have been seen in every 24 month window using real historical data from 1970 to 2025.
This accounts for investments being inter-dependent and makes no assumptions based on the current economy.
Savings and mortgage payments made during the forecast are ignored as well as taxes and costs due on realising assets - this calculator forecasts asset values only.
Subtract inflation. Data from the BoE
Property
£
Current value of your house. Historical data from the ONS
£
Outstanding mortgage
%
Interest rate
Investments
£
Investment in global equity tracker funds. Historical data based on MSCI World Index
£
Investment in UK equity tracker funds. Historical data based on OECD UK Share Price Index
£
Investment in other assets. Assumes no risk or volatility
%
Annual return
Cash
£
Amount in savings bank accounts. Historical data based on BoE base rate
£
Amount in current accounts. No interest paid
