The Regular Savings chart enables you to see the effect of investing a regular amount in an investment.

The chart can be manipulated by changing the following:

Performance Period

Choose the period you want to analyse which can be set time periods such as 1 month, 6 months, 1 year, 20 years or start of data and year to date. You can also add in your own user specified time periods as well as adding in up to 4 different periods.

Data Frequency

You can choose to select the data either daily, weekly, monthly or quarterly.

Investment Option

This allows you to change the chart from a savings to a withdrawals chart (please see Regular Withdrawals Chart for more information on this option).

Investment Frequency

This option allows you to set how often your regular investments are made, either monthly, quarterly or yearly.

Investment Date/Initial Saving Date

This allows you to set the specific date for monthly investments or the date of your initial saving for quarterly and yearly investments.

Initial Investment (optional)

If required you can enter an initial investment amount.

Regular Investment

You are required to enter an amount that you will be regularly saving/investing.