Returns Calculator

Calculate returns for different asset classes.

Education-only. Figures are illustrative, not guarantees.

Returns calculator

Enter an investment amount, your allocation, and your own expected average yearly return for each asset class. Each asset’s yearly return = (amount invested) × (your expected return rate).

Investment amount

£

This calculator uses a single lump-sum amount and estimates the return over 1 year.

Allocation and expected returns

Asset

Allocation

Expected return

Savings

% of portfolio & expected p.a. return

%

%

Sukuk

% of portfolio & expected p.a. return

%

%

Property

% of portfolio & expected p.a. return

%

%

Commodity

% of portfolio & expected p.a. return

%

%

Equity

% of portfolio & expected p.a. return

%

%

Aim for 100% total allocation. Set your own expected return rates based on your view of each asset class.

Left to allocate 100%

Education-only. This is not personal financial advice or a recommendation. Returns are estimates based on the rates you have entered and can be higher or lower in real life. Capital is at risk.

Your estimated yearly return

Based on your amount, allocation and expected return rates, your estimated return over 1 year is:

£—

Average rate: —% p.a.

Total invested

£—

Allocation total

—%

Quick check

—

Asset	Invested	Rate	Return (1 year)
Enter an amount to see the breakdown.

Amount invested in each asset = (Investment amount) × (Allocation %), then yearly return = (Amount invested) × (Your expected return rate).