Calculate Your Required Investment
Enter your financial goal details to determine exactly how much you need to invest today as a lump sum.
The total amount you want to achieve
How long you plan to keep the investment
Based on historical fund performance
Enter your goal details and click "Calculate Required Investment" to see your investment plan.
Where to Invest Your Lump Sum
Choose the right investment vehicle based on your risk tolerance, time horizon, and return expectations.
SAS Midas Fund
Balanced fund combining growth and income for moderate risk investors.
SAS Fortune Fund
Growth-focused equity fund for aggressive investors seeking high capital appreciation.
Treasury Bills
Government-backed securities offering predictable returns with low risk.
Important Considerations
Keep these factors in mind when making lump sum investment decisions.
Market Timing Risk
Investing all at once exposes you to market timing risk. Consider dollar-cost averaging if you're concerned about market volatility.
- Consider phased investment approach
- Monitor market conditions
- Have a long-term perspective
Diversification Benefits
Don't put all your money in one investment. Spread your lump sum across different asset classes to reduce risk.
- Mix stocks, bonds, and cash
- Consider geographic diversification
- Rebalance periodically
Inflation Impact
Inflation erodes purchasing power over time. Ensure your investments can outpace inflation in the long run.
- Target real returns above inflation
- Consider inflation-protected securities
- Review assumptions regularly
Tax Implications
Understand the tax consequences of your investment gains and consider tax-efficient investment strategies.
- Know your capital gains tax rate
- Consider tax-advantaged accounts
- Plan for tax-efficient withdrawals
Ready to Invest Your Lump Sum?
Get professional guidance on the best investment strategy for your lump sum based on your goals and risk tolerance.