Some of my friends asked about calculating gains from mutual fund
investments. Indeed, before the start of the investment need to consider a few
things that should be controlled by you. although the Internet has a lot of
information, you are doing 'click', all required information directly in front
of the PC or smartphone. Following on how to calculate profit and loss in
investing in mutual funds.
The calculation of this type of investment is not as complicated as you
might have imagined. The most important thing in calculating the mutual fund
investing is that you should know the types of mutual funds purchased by you.
If you are going to make an investment fund, you will definitely buy something
called Units. What is meant by inclusion unit is the unit that shows ownership
of the mutual fund. The number of units of this will change with the purchase
or sale of mutual funds made by you. This fund units have called Net Asset Value
(NAV). The number of fund units that you earn depends on the price of the NAV
per unit. the price depends on the value of the existing market or in
accordance with the day when you bought it.
In an investment formula certainly has a number of risks. Obviously,
the value of the benefits of investing in mutual funds will also go up and
down. Total return is generated is determined by the price development of the
NAV per unit. If you want to understand the transactions in mutual funds,
consider the following review:
On March 1, 2015, you buy a mutual fund of USD 15,000. NAV / unit on
the day it was $ 10 then you have investment units is 15,000 / 10 = 1,500 units
of participation. On May 10, 2016, you are going to sell all of the Mutual
Fund. NAV / Mutual Fund units on that day was a total investment of USD 11. So
you get is 11 x 1.500 = USD 16,500. How much profit from this investment? The
value of the initial capital investment of USD 15,000 to USD 16,500. So the
investment returns of mutual funds purchased by you is USD 1,500.
Note also the NAV value before you intend to sell or buy a number of
fund units again. We consider the following review.
On March 1, 2015, you buy a mutual fund of USD 15,000. NAV / Mutual
Fund units on that day is USD 10. So the unit of investment that you have is
15,000 / 10 = 1,500 units of participation. On April 10, 2016, you sold all of
the Mutual Fund. NAV / unit of participation on that day was a total investment
of USD 9. Then you get is 9 x 1.500 = USD 13,500. How much profit from this
investment? The value of the initial capital investment fell from USD 15,000 to
USD 13,500.
From the above, you can see the calculation of this investment. there
are two principal that you must know in which the Net Asset Value per unit and
Units.
Net Asset Value
NAV per unit is the price of mutual funds owned by you. The NAV will
change every day according to the performance of mutual funds. Keep in mind
there are different types of mutual funds available in the market. So for those
of you who want to buy mutual funds for long-term investment, should you buy
the type of mutual fund that does not have high volatility. You do have to set
your goals before you buy it. Mutual funds are active tend to be more volatile
in value. So if the NAV is down means that as of today the value of mutual fund
investments down. For example, because of the price of mutual fund shares which
are placing funds decreased and vice versa.
There are various brokers who provide Internet-connected platforms.
This will allow you to monitor the results of your investment. This is an
example of the calculation of the NAV provided by one platform Mutual Online.
NAV value is USD 15.05 per unit for mutual funds. NAV is available every day in
Mutual Funds Online or in certain newspapers. For Mutual Funds Online
information more easily because available online so do not need to search
anymore.
Units
By the time you are going to buy a mutual fund, you will get info how
fund units to be acquired. Every month, the Investment Manager will send a
notice to you. The letter will mention the number of units of mutual funds that
you have today. If there is additional value of investments in mutual funds,
the results will be included in the change in the number of investment units.
In Mutual Funds Online, information investment units can be seen easily.
This is an example of the calculation of the value of mutual fund
investments are displayed in the online platform.
Holding unit is the number of investment units owned. NAV / unit is the
NAV per unit today. Estimation is the sum of the value of mutual fund
investments. With reports described through online, investors can understand
quickly to determine the position of the value of their investment. Be sure to
always check the number of fund units. Because it basically shows the value of
your investment. Especially when you after purchase or sell mutual funds. Happy
investing
Life for giving.
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