AS Brokers – Everest Strategic Growth Calculator
Project your investment growth over 5 years at 14.5% compound interest.
Understanding the Growth Outcome Shown Above
The illustration above assumes a fixed annual growth rate of 14.5% over a five-year term.
This is a growth-only investment. There is no monthly income.
Returns accumulate inside the portfolio and are paid at maturity, or earlier only if a redemption request is approved under the product terms.
All figures shown are after dividends tax at 20%.
In short:
This structure is designed for investors who want capital growth first, not income now.
How This Investment Works in Practice
- Your capital remains invested for the full five-year term
- Growth compounds annually inside the portfolio
- No switching, trading, or market timing decisions are required
- Outcomes are driven by structure, not daily market movements
This makes it fundamentally different from income portfolios or market-linked investments.
Who This Type of Investment Is Best Suited For
This growth portfolio is typically suitable if you:
- Have lump-sum or voluntary capital
- Do not need monthly income from this investment
- Are comfortable committing capital for five years
- Prefer capital growth over cashflow
- Use this as one component of a broader portfolio
- Understand that early access is limited and conditional
This works best when growth capital and income capital are treated separately.
Who It Is Not Designed For
This investment is not appropriate if you:
- May need access to the capital within the next 1–3 years
- Rely on investments for regular monthly income
- Are looking for a bank deposit or short-term alternative
Important Liquidity Context
This is an unlisted investment intended to remain invested for the full term.
Early access is only considered under specific circumstances and may involve:
- Notice periods (up to 120 days)
- Possible penalties
Only capital that can be committed long-term should be used.
Next Step
If you would like to explore this further, the next step is a review.
This allows us to:
- Provide a formal Strategic Growth Portfolio quotation
- Confirm suitability based on your circumstances
- Compare this option to other strategies you may be considering
The calculator shows the numbers.
The review confirms whether this structure is right for you.