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Investment Calculator

It allows to analyze the historical performance of a hypothetical investment portfolio that may include a few selected sub-funds of Millennium TFI offer.

Subfund (Select at least two subfunds)
share of equities
/ debt securities
Select the share of subfunds in your portfolio
(Minimum payment amount is 500 PLN)

Open Investment Fund

 
90.00%/10.00%
10
30
50
70
90
%PLN
90.00%/10.00%
10
30
50
70
90
%PLN
60.00%/40.00%
10
30
50
70
90
%PLN
40.00%/60.00%
10
30
50
70
90
%PLN
0.00%/100.00%
10
30
50
70
90
%PLN
0.00%/100.00%
10
30
50
70
90
%PLN

Specialized Open Investment Fund

 
0.00%/100.00%
10
30
50
70
90
%PLN
30.00%/70.00%
10
30
50
70
90
%PLN
95.00%/5.00%
10
30
50
70
90
%PLN
45.00%/55.00%
10
30
50
70
90
%PLN
40.00%/60.00%
10
30
50
70
90
%PLN
20.00%/80.00%
10
30
50
70
90
%PLN


Select Payment amount [PLN]


Select investment period [months]



The remaining amount for investment *:PLN
Calculate
Calculating...
The final value of investments:
PLN
Estimated profit:
PLN
The rate of return of the portfolio:
%
Investment Amount:
PLN
Investment period:
x months


New calculation
 
The presented results are a simulation based on specific parameters.
 

Data source - own calculations Millennium TFI SA based on the historical valuation of the units. The assumed rate of return should be considered an example and it should not in any case be perceived as a guarantee of the future results. It reflects neither the past results nor the simulated future results of the fund. All charts and diagrams presented on this website should only serve as an illustration and they do not constitute investment advice or forecast. They are not a business offer and they should not be considered a basis for any liabilities of any party. The funds do not guarantee that the investment objective or a specific investment result will be achieved. ”Expected return” is neither a forecast nor a guarantee.

 

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