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Tools and calculators

Investment tools and calculators

Use our investment tools to help you determine investment strategies that best suit you. We'll be adding more soon - keep checking for updates!

Which investments suit your risk profile?

Your risk profile will depend on the type of investor you are, your investment time frame and the level of risk you are prepared to take. By completing this survey, you can get a basic understanding of the kind of investing strategy that might suit you best.

Calculate managed funds performance

Our managed funds performance calculator lets you see how much a fictional portfolio would have grown over the past one, three and five years. Simply pick a few managed funds, enter the amount you would have invested and add them to your fictional portfolio.

Calculate the benefits of dollar cost averaging

A great way to reduce the impact of market volatility is to invest set dollar amounts regularly over time. This strategy - known as dollar cost averaging - is a good approach if you have a long term investment goal and can make regular investments.

Find and buy managed funds
Download the free booklet, managed funds, the easy way to invest.

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