Monthly Performance Report
Speichern, ausfüllen, drucken, fertig!
How to create a Monthly Performance Report? Download this Monthly Performance Report template now!
Verfügbare Gratis-Dateiformate:
.pdf- Dieses Dokument wurde von einem Professional zertifiziert
- 100% anpassbar
Business Unternehmen credit Kredit report Berichterstattung investment Investition market Markt March März Fund Fonds Performance Report Leistungsbericht Sample Performance Report Musterleistungsbericht
Are you looking for a professional Monthly Performance Report? If you've been feeling stuck or lack motivation, download this template now!
Do you have an idea of what you want to draft, but you cannot find the exact words yet to write it down or lack the inspiration how to make it? If you've been feeling stuck, this Monthly Performance Report template can help you find inspiration and motivation. This Monthly Performance Report covers the most important topics that you are looking for and will help you to structure and communicate in a professional manner with those involved.
Fund performance to 31 March 2017 Total gross fund returns Total net fund returns Benchmark returns 1 month ( ) 0.47 0.43 0.15 0.28 3 months ( ) 1.53 1.41 0.44 0.97 1 year ( ) 5.94 5.42 1.94 3.48 2 years ( pa) 3.48 2.97 2.09 0.88 3 years ( pa) 3.63 3.13 2.30 0.83 5 years ( pa) 4.83 4.32 2.65 1.67 Since inception ( pa) 5.79 5.27 4.47 0.80 Credit opportunities 4.3 Total net excess returns Past performance is no indication of future performance.. The Trump administration stumbled at its first significant legislative hurdle during March, STRICTLY CONFIDENTIAL with the Republican Party’s amendments to the Affordable Care Act failing to find enough UK - 3.0 Credit profile breakdown 40 30 20 10 0 Cash AAA AA A BBB Less than Unrated BBB Cash consists of physical cash and cash exposure through credit hedges Average credit rating: A Less than BBB includes 1.2 of residual exposure to issuers held via our global Investment Grade allocation support within their own party.. Inception date MAQ0277AU 19 September 2003 Fund size 2,566.0m Distribution frequency Monthly Management fee Buy/Sell spread 0.492 pa +0.15 / -0.15 Minimum investment (Direct) 20,000 Available platforms include: AMP Flexible Super MLC Wrap AMP North Navigator Asgard Netwealth BT Wrap Oasis Colonial FirstChoice OnePath PortfolioOne Colonial FirstWrap Perpetual WealthFocus IOOF PortfolioCare Macquarie Wrap WealthView STRICTLY CONFIDENTIAL For more information speak to your financial adviser, call us on 1800 814 523, email mim.clientservice macquarie.com, or visit macquarie.com ”.
Feel free to download this intuitive template that is available in several kinds of formats, or try any other of our basic or advanced templates, forms or documents. Don't reinvent the wheel every time you start something new...
Download this Monthly Performance Report template and save yourself time and efforts! You will see completing your task has never been simpler!
HAFTUNGSAUSSCHLUSS
Nichts auf dieser Website gilt als Rechtsberatung und kein Mandatsverhältnis wird hergestellt.
Wenn Sie Fragen oder Anmerkungen haben, können Sie sie gerne unten veröffentlichen.
