Brief Tutorial
The program is based on MSCI World Data collected. Users can update the data via the data input form by clicking on the View >> Index Data Input.
Setup
Inflation – estimated inflation rate. used to calculate any real values in the program.
Expense Ratio Mth – Expense ratio used for monthly contribution. this is used to calculate the total value for the selected period where the contribution is monthly.
Expense Ratio Yr – Expense ratio used for annual contribution. this is used to calculate the total value for the selected period where the contribution is annual.
Txn Expense Mth – Transaction ratio for monthly contribution. This will be used to calculate the total transaction cost for the selected period where the contribution is monthly.
Txn Expense Yr – Transaction ratio for annual contribution. This will be used to calculate the total transaction cost for the selected period where the contribution is annual.
Monthly Invested Amt – This monthly invested amount will be used to calculate the annual invested amount together with the cash account interest. This is taken with the assumption that the investor does a monthly contribution to his/her portfolio.
Accumulated Sht term interest – This is the cash account interest that the investor can earn for 11 months if he accumulates this in cash rather than invest monthly.
From and To Date – Used this to select the period to investigate. Once calculate is clicked, the values will be calculated and populated. Note that if you select a period that is way out of the data collected, it will only take to the point where there is data collected.
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- Abalast Version 1.0
- [FAQ] Expense Ratios
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- Good Article on Unit Trust Hidden Costs
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