Research only, not investment advice. Investing carries risk.

Research platform. General Assets Research Group publishes research and offers no investment product, service or advice. Investments carry risk: their value can fall as well as rise, and you may lose the money you invest.

General Assets Research Group Platform
Tool · free trial

Fund simulator

Pick a fund, an amount and a start month, and see what that investment would have been worth, in euro, month by month, from the funds' own published prices. Past results: not a forecast and not a recommendation.

Free with a trial account

Start your free trial to open the simulator

About 30 seconds, no payment details. You come straight back here, and your inputs are saved with the account for next time.

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Research only: General Assets Research Group offers no investment product, service or advice. Investments carry risk.

What the simulator shows

  • Nine broad UCITS funds, equity and bond, with up to seventeen years of monthly prices
  • Value at the end, money put in, gain or loss, total and annualised return
  • In today's money after euro-area inflation, and the exchange-rate effect for dollar funds
  • The largest fall from a peak, the best and worst calendar year, the fund's ongoing charges
  • Your own entry charge and platform fee on top

Prices: the fund provider's published NAV history. Exchange rates and the price index: ECB. Every figure dated.