Private Portfolio Calculator

years
Insurance Premium
Growth

Estimated annual average earning rate for -  Balanced strategy:%

  Estimated results at the end of contract
Total premiums
Estimated total fees
Estimated value of savings at the end of period

Schedule (Positive scenario)(Zero rate scenario)(Negative scenario)

Contract
year
Total payment amount in contract year Contract fees* Estimated
Investment Reserve
  • * The amounts are calculated considering only the premiums paid under the present insurance contract and assuming that no premiums were made to pension funds, associations of participants of occupational retirement funds, and/or analogous entities operating in a State of the European Economic Area.
  • All values generated by this calculator are not guaranteed and only serve as an illustrative example generated based on the values entered in the calculator. Please take into account that the value of an investment unit may increase or decrease during the contract lifetime and also the value of the reserve may accordingly increase or decrease in line with the value of the investment unit. The average annual return rates used by the calculator do not guarantee an equivalent yield in the future.
  • Further information about this product’s offer is available at any Swedbank branch or by calling customer service at 1884 or by sending your question to e-mail address: info@swedbank.lt.
  • The calculator uses indicators and calculating logic (planned amount of insurance payment, length of collection period, expected yield and its scenarios) that differ significantly from the requirements set for main information of combined retail and insurance-based investment products. In making a choice regarding an insurance product please review the results of the forecasts set out in the yield scenario table under ‘What are the risks and what could I get in return?’ in the Key Information document.

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