Savings Planner

Tell us about your saving goals please

I have a savings target in mind, how long will it take?

To achieve my target, how much will I need to save each month?

How much will I get back, if I save a fixed amount each month?

Pensions
Calculate
Instant Access Saving Account
Average rate of top five: 3.11%

It will take to reach £ if you save £ per month

Cash ISA
Average rate of top five: 4.9%

It will take to reach £ if you save £ per month

Principle First Investment ISA:

It will take to reach £ if you save £ per month based on annualised growth of 7%.

PAST PERFORMANCE IS NOT A GUIDE TO FUTURE RETURNS, AND INVESTMENT RETURNS MAY FALL AS WELL AS RISE. THE RISK PROFILE OF ABOVE INVESTMENTS WILL NOT SUIT EVERY INVESTOR AND MUST BE DISCUSSED AND THE RISK PROFILE CLARIFIED BEFORE PROCEEDING WITH ANY INVESTMENT ADVICE.
Pensions
Calculate
Instant Access Saving Account
Average rate of top five: 3.11%

You will need to save £ each month to reach £ in

Cash ISA
Average rate of top five: 4.9%

You will need to save £ each month to reach £ in

Principle First Investment ISA:

You will need to save £ each month to reach £ in . Based on annualised growth of 7%.

PAST PERFORMANCE IS NOT A GUIDE TO FUTURE RETURNS, AND INVESTMENT RETURNS MAY FALL AS WELL AS RISE. THE RISK PROFILE OF ABOVE INVESTMENTS WILL NOT SUIT EVERY INVESTOR AND MUST BE DISCUSSED AND THE RISK PROFILE CLARIFIED BEFORE PROCEEDING WITH ANY INVESTMENT ADVICE.
Pensions
Calculate
Instant Access Saving Account
Average rate of top five: 3.11%

With annual interest of 3.11%, if you save £ each month, you will have £ in

Cash ISA
Average rate of top five: 4.9%

With annual interest of 4.9%, if you save £ each month, you will have £ in

Principle First Investment ISA:

With annual interest of 7%, if you save £ each month, you could have £ in , based on annualised growth of 7%.

PAST PERFORMANCE IS NOT A GUIDE TO FUTURE RETURNS, AND INVESTMENT RETURNS MAY FALL AS WELL AS RISE. THE RISK PROFILE OF ABOVE INVESTMENTS WILL NOT SUIT EVERY INVESTOR AND MUST BE DISCUSSED AND THE RISK PROFILE CLARIFIED BEFORE PROCEEDING WITH ANY INVESTMENT ADVICE.

I would like Principle First advise me further or answer a few questions for me

Get more advice on how to reach your target by developing a strategy with Principle First to meet your savings goals.

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Principle First ISA Portfolios

Make the most of your ISA allowance by investing it in one of Principle First's OnePlan ISA Porfolios, managed portfolios of funds, offering investors a ready-made and broadly diversified portfolio to suit their risk profile.

Aggressive Moderately Agressive Balanced Cautious Defensive Very Defensive
portfolio
OnePlan Aggressive ISA Portfolio
Top 5 Funds
Fund Manager Fund Name 1 Yr Qtl 3 Yr Qtl crown
First State... Global Emerging... 4 1 3
Aberdeen Unit... Emerging Markets... 1 1 3
Standard Life... UK Smaller... 1 1 3
Fidelity (FIL... South East... 1 1 3
Threadneedle... American - Jan 95 1 1 3
1 year performance
blue -3.27% blue  This Portfolio
blue -1.48% purple  FTSE All Share - Dec 05
3 year performance
blue 95.61% blue  Aggressive
blue 52.81% purple  FTSE All Share - Dec 05
VOLATILITY: This portfolio 18.05, FTSE All Share - Dec 85 17.78
portfolio
OnePlan Moderately Agressive ISA Portfolio
Top 5 Funds
Fund Manager Fund Name 1 Yr Qtl 3 Yr Qtl crown
Legal & General... UK Alpha - May 05 1 1 3
Standard Life... UK Smaller... 1 1 3
Threadneedle... European Smaller... 1 1 3
M&G UK Corporate Bond... 1 1 3
Fidelity (FIL... South East... 1 1 3
1 year performance
blue 1.52% blue  This Portfolio
blue -1.48% purple  FTSE All Share - Dec 05
3 year performance
blue 58.63% blue  Moderately Agressive
blue 52.81% purple  FTSE All Share - Dec 05
VOLATILITY: This portfolio 13.11, FTSE All Share - Dec 85 17.78
portfolio
OnePlan Balanced ISA Portfolio
Top 5 Funds
Fund Manager Fund Name 1 Yr Qtl 3 Yr Qtl crown
M&G UK Corporate Bond... 1 1 3
Standard Life... UK Smaller... 1 1 3
Legal & General... UK Alpha - May 05 1 1 3
Threadneedle... American - Jan 95 1 1 3
Premier Asset... UK Money Market... 1 1 3
1 year performance
blue 3.25% blue  This Portfolio
blue -1.48% purple  FTSE All Share - Dec 05
3 year performance
blue 50.28% blue  Balanced
blue 52.81% purple  FTSE All Share - Dec 05
VOLATILITY: This portfolio 9.84, FTSE All Share - Dec 85 17.78
portfolio
OnePlan Cautious ISA Portfolio
Top 5 Funds
Fund Manager Fund Name 1 Yr Qtl 3 Yr Qtl crown
Standard Life... UK Smaller... 1 1 3
M&G UK Corporate Bond... 1 1 3
M&G UK Strategic Corporate... 2 1 3
Premier Asset... UK Money Market... 1 1 3
Scottish Wid... Global Real... 2 1 2
1 year performance
blue 2.79% blue  This Portfolio
blue -1.48% purple  FTSE All Share - Dec 05
3 year performance
blue 41.47% blue  Cautious
blue 52.81% purple  FTSE All Share - Dec 05
VOLATILITY: This portfolio 7.01, FTSE All Share - Dec 85 17.78
portfolio
OnePlan Defensive ISA Portfolio
Top 5 Funds
Fund Manager Fund Name 1 Yr Qtl 3 Yr Qtl crown
Scottish Wid... Global Real... 2 1 2
M&G UK Corporate Bond... 1 1 3
M&G UK Strategic Corporate... 2 1 3
M&G UK Gilt & Fixed... 3 2 2
Old Mutual... Global Strategic... 1 1 3
1 year performance
blue 4.09% blue  This Portfolio
blue -1.48% purple  FTSE All Share - Dec 05
3 year performance
blue 31.98% blue  Defensive
blue 52.81% purple  FTSE All Share - Dec 05
VOLATILITY: This portfolio 4.41, FTSE All Share - Dec 85 17.78
portfolio
OnePlan Very Defensive ISA Portfolio
Top 5 Funds
Fund Manager Fund Name 1 Yr Qtl 3 Yr Qtl crown
Premier Asset... UK Money Market... 1 1 3
Aberdeen Unit... Cash - Aug 90 2 2 3
M&G UK Gilt & Fixed... 3 2 2
Scottish Wid... Global Real... 2 1 2
1 year performance
blue 1.69% blue  This Portfolio
blue -1.48% purple  FTSE All Share - Dec 05
3 year performance
blue 6.49% blue  Very Defensive
blue 52.81% purple  FTSE All Share - Dec 05
VOLATILITY: This portfolio 0.82, FTSE All Share - Dec 85 17.78
 
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