How It Works

How It Works – If I Had Invested In

We want to provide a historical view of the performance of a number of South African funds so that you can see what your investment would be worth if you had invested in it a number of years ago. Too many South Africans neglect to save and invest their money properly to which IFIII is trying to provide a tool which highlights how your money can grow with the right investment.

How It Works

The process is simple. At the top there are two tabs that you can select, namely Calculate & Compare. Calculate is automatically selected and allows you to do one calculation using only one fund, while the Compare tab allows you to view two funds and how they performed head-to-head.

Now enter in your initial deposit amount & monthly contribution in Rands, followed by your selected fund and the number of years ago you would have invested in. From there you can decide on an annual escalation percentage increase and whether or not your financial advisor or the fund itself has a commission or percentage based fee structure. Each field is required, but you can enter in a zero for the irrelevant fields you’re your calculation ie. Annual escalation can be 0 with no initial deposit.

From there, we encourage you to share the results that you have found with your friends across your social accounts such as Facebook, Twitter & LinkedIn so that they can also see how much their investment would be worth if they had invested in the same fund.

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Calculate
Compare
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Investment A

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Investment B

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Result

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Comparison Results
Investment A:

Invest In This Fund
Investment B:

RXX XXX XXX

RMB Top 40

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Disclaimer

This website is not endorsed by any financial institute and is designed to provide a useful tool to help you compare the historical performance of the listed funds. It is not intended to replace any financial advice from a qualified professional, nor is it intended to replace or change your financial strategy. Please exercise caution when using the results and always consult a financial advisor before making any financial decision. Please note that these returns are for the past period and are not any indication of how any fund could or will perform in the future.

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