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Portfolio Returns Calculator
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Your Result

The WEIGHTED AVERAGE RETURNS of your current investment portfolio is


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Current Market Value (S$)
Projected Investment Rate of Return Per Annum (%) ?
Allocation (%)
Investment Properties
Guaranteed / Protected Funds
Unit Trusts
Regular Savings / Monthly Investment Plans
Bank Deposits
Life Insurance and Endowments
Collectibles / Art / Antiques
Inflation Rate 3% Properties 5%
Passbook Savings Account 0.3% Shares 7%
Fixed Deposits 1% CPF Ordinary Account 2.5%
Insurance Plans 4% CPF Special Account 4%
Money Market Funds 1.5% CPF Medisave Account 4%
Bond Funds 5%    
Balanced Funds 6%    
Equity Funds 7%