Pocket ISA — Pocket Applications

Holdings & cash

SymbolPriceValue

Vanguard S&P 500VUSA.L · 10.00 shares · bought Jan 2025

£800.00+0.50%

£8,000.00+14.3% · +£1,000

CashJan 2025 · £100/mo

4.5%

£4,769.30current balance+£269 growthdeposit amount: £2,500.00 · total deposited: £4,500.00

Projection start date

1 yr 8 mo of history shown

Starting value (£)

Leave blank to auto-calculate

Additional monthly deposit (£)

Annual growth rate

Net 6.90% after fees

Annual fund fee

Target maturity date

Lump sum deposit date

Lump sum amount (£)

Value at maturity · Sept 2036

£136,473

10 years away · portfolio survives to target.

Total deposited by maturity: £75,000

Fund value over time

Portfolio historyAverage-growth forecast (8.1% pa)Your projection (6.9% net)