Savings and investments 10-year comparison
This graph shows a comparison of savings and investments over 10 years.
Past performance is not a reliable indicator of future performance and remember that the value of investments can fall as well as rise, and you may get back less than you invest.
Investments data – S&P World Index
Source: S&P Dow Jones Indices, S&P World Index (GBP).
This table is based on an initial investment value of £1,000 and held over a 10-year period between 01 July 2016 and 01 July 2026. Excludes fees and does not include any dividends or reinvestment, the effects of which may change your actual total return.
We have chosen the S&P World Index as it gives diverse exposure to multiple developed, global markets and sectors. Prices shown are those at day close.
Past performance is not a reliable indicator of future performance.
|
Year |
Investments value at start of July |
% growth |
|---|---|---|
|
Year 2016 |
Investments value at start of July £1,000.00 |
% growth 18.80% |
|
Year 2017 |
Investments value at start of July £1,187.80 |
% growth 6.80% |
|
Year 2018 |
Investments value at start of July £1,263.60 |
% growth 9.60% |
|
Year 2019 |
Investments value at start of July £1,408.18 |
% growth 0.90% |
|
Year 2020 |
Investments value at start of July £1,430.69 |
% growth 22.60% |
|
Year 2021 |
Investments value at start of July £1,763.79 |
% growth -3.80% |
|
Year 2022 |
Investments value at start of July £1,686.16 |
% growth 10.40% |
|
Year 2023 |
Investments value at start of July £1,856.78 |
% growth 19.50% |
|
Year 2024 |
Investments value at start of July £2,223.96 |
% growth 5.30% |
|
Year 2025 |
Investments value at start of July £2,371.22 |
% growth 21.80% |
|
Year 2026 |
Investments value at start of July £2,887.05 |
% growth TBC |
Total investments value as of 01 July 2026 is £2,887.05.
Savings data
Source: MoneyFacts 12m Fixed Non ISA rates (decile 2), July 2026.
The savings figures shown are based on depositing £1,000 into a fixed rate savings account paying gross interest over 12 months.
The interest is then added to the account and re-invested each year into a series of annual fixed rate savings accounts at the rates shown.
The end value shows how the savings account has grown over the 10 years taking account of the annual compounded interest. This assumes no tax has been paid on the interest.
|
Year |
Savings value at start of July |
% growth |
|---|---|---|
|
Year 2016 |
Savings value at start of July £1,000.00 |
% growth 1.60% |
|
Year 2017 |
Savings value at start of July £1,016.00 |
% growth 1.45% |
|
Year 2018 |
Savings value at start of July £1,030.73 |
% growth 1.75% |
|
Year 2019 |
Savings value at start of July £1,048.77 |
% growth 1.85% |
|
Year 2020 |
Savings value at start of July £1,068.17 |
% growth 1.00% |
|
Year 2021 |
Savings value at start of July £1,078.85 |
% growth 0.75% |
|
Year 2022 |
Savings value at start of July £1,086.95 |
% growth 2.50% |
|
Year 2023 |
Savings value at start of July £1,114.12 |
% growth 5.37% |
|
Year 2024 |
Savings value at start of July £1,173.95 |
% growth 5.07% |
|
Year 2025 |
Savings value at start of July £1,233.47 |
% growth 4.25% |
|
Year 2026 |
Savings value at start of July £1,285.89 |
% growth |
Total balance as of 01 July 2026 is £1,285.89.
AER stands for Annual Equivalent Rate. It shows what the interest rate would be if your interest was paid and compounded once each year.
Gross rate means that we will not take off tax automatically from your interest. You are responsible for paying any tax due to HM Revenue and Customs. To see more terms and definitions, view the glossary.
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