Retirement Savings Plans are intended to provide working members of households to save small sums of money periodically to build a larger capital on their retirement that will help them to generate a sizable income to their hand at retirement. This additional savings is expected to complement the statutory funds for retirement such as Employees’ Provident Fund, Employees Trust Fund and private approved provident funds.
|Type of Plan||Investrust Gilt Edged Fund||Investrust Income Fund||Investrust Growth Fund|
|Period of Investment Years||Total Investment||MATURITY VALUE|
|PLAN A||PLAN B||PLAN C|
|10||LKR 120,000.00||LKR 243,729.44||LKR 211,420.59||LKR 184,165.68|
|15||LKR 180,000.00||LKR 544,997.83||LKR 433,758.89||LKR 348,345.14|
|20||LKR 240,000.00||LKR 1,114,414.41||LKR 806,901.12||LKR 592,947.22|
Disclaimer: The figures in the above illustration are based on the current returns of the underlying investment securities and the assumed rates are not guaranteed. The actual value of the investment will depend on the investment performance and the market conditions.