Today, we are going to discuss a financial term that you may have heard of but may not fully understand: Unit Investment Trust (UIT). In this blog post, we will define UIT, explain how it works, and provide you with some useful information on how to invest in UITs. So, let’s div...
How to calculate operating profit The operating profit/operating income calculation often looks like the EBIT calculation: Operating income = Gross income - Operating expenses As you know, gross income is just revenue minus COGS (cost of goods sold). So, we can turn the formula into: Operating...
This is where an investor has a lump sum amount to invest into a unit trust fund. Over a period of time, the initial investment will increase as income is earned by the fund. When the investor redeems his or her units, the unit redemption price will reflect the accumulation and compoundi...
Trust Score Ratings range from 1 to 99 (the higher a broker’s Trust Score, the better). Trust Score Variables So, how do we calculate a broker’s Trust Score? A number of unique data-driven variables are factored into the calculation that determines a broker’s Trust Score. These variab...
How to Calculate DSCR The debt service coverage ratio measures a property’s annual gross rental income against its annual mortgage debt, including principal, interest, taxes, insurance, and HOA (if applicable). Lenders use DSCR to analyze how much of a loan can be supported by the income com...
One useful way to go about improving your ad performance is to focus on your ROAS. ROAS, or Return on Advertising Spend, is one of the fundamental metrics of the advertising industry. It’s easy to calculate and since it doesn’t take any other costs of doing business into account, it’...
(ROI) is a commonly used measure of performance and investment return. It is calculated by dividing the original value of an investment by the profit (or loss) made on an investment over time. If you know the ROI, which is a percentage, you can use this equation to also calculate the ...
can have significant implications at tax time. It's important to understand how your trading activity during the financial year will impact on your tax return at the end of the financial year. To learn more about CGT and how you can automatically calculate your CGT with Sharesight, keep ...
Unit trusts allow for new contributions and withdrawals to and from the pool. When money is added to the trust, more units are created at the current unit buying price. When units are withdrawn, assets are sold to match the current unit selling price. Fund managers make money through the d...
Unit investment trusts (UITs) have several specific investment advantages. UITs provide investors with access to a diversified portfolio of securities; this can help to reduce the risk of losses due to any single security’s underperformance. Be mindful that some UITs are industry-specific (e.g...