Expected returns calculator

Calculate returns for
different asset classes

Enter an amount and how you would split it across asset classes, plus the yearly return you expect from each. You'll get an estimated return for the year. 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

AssetAllocationExpected 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 allocate100%

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:

£0

Average rate: 0% p.a.

Total invested

£0

Allocation total

0%

Quick check

Your allocation adds up to 0%. You have 100% unallocated. Consider adding to one of the asset classes.

Asset	Invested	Rate	Return (1 year)
Savings	£0	0%	£0
Sukuk	£0	0%	£0
Property	£0	0%	£0
Commodity	£0	0%	£0
Equity	£0	0%	£0
Total	£0	0%	£0

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