Calculate your Savings

Calculate your Savings

Estimate your total cost savings and its impact to your portfolio by investing with us:
Investment amount:
(consider total amount across all accounts in the household)
Annual contribution to your savings:
Time horizon (years):
Rate of return per year:
Average mutual fund cost per year1:
(or if you know your current cost, enter it here)
Total Invisor costs per year2:
Estimated portfolio values at end of time horizon
Invisor portfolio $
Traditional mutual fund portfolio $
Additional value of Invisor portfolio $
Estimated total annual costs
Invisor portfolio $
Traditional mutual fund portfolio $
Annual costs savings with Invisor $
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1. Average cost of equity mutual funds in Canada of 2.35% is based on Morningstar’s ‘2015 Global Fund Investor Experience Report
2. The estimated total cost of investing with Invisor includes our management fee and product & trading costs.  Actual costs may vary depending on the specific portfolio constructed and the number of trades executed during the year.

 

Note: The graph and amounts displayed are obtained using the parameters input above and deducting the costs of investing from the total rate of return per year. Cumulative returns are calculated by compounding the results on an annual basis, including any annual contributions to savings, which are assumed to be added in equal monthly contributions over the course of each year. This calculator is not intended to predict portfolio performance, nor is it a guarantee of future performance. Actual investor experience may differ from the results shown above.