Managed funds calculator

Managed funds can be used to help reach your financial and lifestyle goals. A financial adviser can help you understand and select which managed funds may help you achieve your goals and objectives.

The following managed funds calculator is a useful starting point if you want to:

  • find out how much your managed funds could be worth in the future, and
  • how fees will affect your account.

This online calculator is provided through MoneySmart from ASIC the financial regulator.

Start here

If you need financial advice in regard to managed funds, we can match you with a suitable Financial Services Partners Adviser who will be happy to begin working with you to create a financial plan that's right for you.

To get started, please use our adviser matching service.

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P: 1800 006 216 E:

Level 9,
347 Kent Street
Sydney NSW 2000

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ABN: 15 089 512 587