DISQUS

Meshio.com - a Malaysia personal finance blog: Unit Trust & Mutual Fund Single Pricing Calculator

  • Bear · 2 years ago
    u need AJAX for this calculator?
  • Carson Ding · 1 year ago
    Nice calculator here.

    I have created a spreadsheet to show the projected return of your unit trust investment.

    Please download it from my blog:
    www.unit-trust-investment.com

    ...and let me know what do you think about it?

    I would love your feedback on how to improve it further.

    Thanks.
  • yowchuan · 1 year ago
    Carson,

    Thanks for the link to your calculator. I've tried them out, and it looks easy use and perform quick return calculation.

    Most investors would usually be concerned about types of funds which they are investing into, which can be typically categorized into the following:

    1) Aggressive (an average of service charge between 5-7%)
    2) Balanced (an average of service charge between 3-5%)
    3) Conservative (an average of service charge between 0.5-1.5%)

    If the calculator is able to use the above criterias to generate a simulated performance of a typical market condition and how it affects the 3 types of funds mentioned above, it would provide a very interesting comparison indeed.

    Of course, if there's a bit of graphical eye candies, that might help also ;-)

    Just my 2 sen.
  • Carson Ding · 1 year ago
    Hi Yow Chuan,

    Thanks for the comment. Now, I will go back to the drawing board. Hehe.

    Cheers.