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DAVIS REA EQUITY FUND ANNUALIZED FUND PERFORMANCE ($CAD) CLASS O UNITS As at: April 30, 2016, Annualized Chart of Historical Returns 8.0% 6.0% 4.0% 6.4% 2.0% 0.0% 2.0% 1yr 3yr 5yr 10yr 4.0% 6.0% 10.6%
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How to fill out fund return data-masterxlsm
How to fill out fund return data-masterxlsm?
01
Open the fund return data-masterxlsm file.
02
Navigate to the "Data" tab in the Excel spreadsheet.
03
Fill in the necessary details such as fund name, ticker symbol, and reporting period in the designated cells.
04
Enter the relevant financial data for the fund, including net asset value (NAV), total returns, expenses, and any other required information.
05
Review the data entries to ensure accuracy and completeness.
06
Save the completed file.
Who needs fund return data-masterxlsm?
01
Investment firms: Investment firms use fund return data-masterxlsm to analyze investment performance and make informed decisions regarding fund allocations.
02
Regulatory bodies: Regulatory bodies require fund return data-masterxlsm for compliance purposes and to monitor the financial health and performance of funds.
03
Fund managers: Fund managers use fund return data-masterxlsm to track and assess the performance of their funds, make strategic investment decisions, and communicate fund performance to investors.
04
Financial advisors: Financial advisors rely on fund return data-masterxlsm to evaluate fund performance, compare different investment options, and provide recommendations to their clients.
05
Institutional investors: Institutional investors, such as pension funds and endowments, use fund return data-masterxlsm to assess the performance of funds they have invested in and make strategic investment decisions.
Overall, fund return data-masterxlsm is essential for various stakeholders in the investment industry to evaluate fund performance, make informed investment decisions, and ensure compliance with regulatory requirements.
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What is fund return data-masterxlsm?
Fund return data-masterxlsm is a file format used to report the return data of a fund, typically in excel format.
Who is required to file fund return data-masterxlsm?
Fund managers or administrators are usually required to file the fund return data-masterxlsm.
How to fill out fund return data-masterxlsm?
Fund return data-masterxlsm can be filled out by inputting the relevant return data of the fund into the designated cells of the excel file.
What is the purpose of fund return data-masterxlsm?
The purpose of fund return data-masterxlsm is to provide a standardized format for reporting the return data of a fund, making it easier for analysis and comparison.
What information must be reported on fund return data-masterxlsm?
Information such as fund name, NAV (Net Asset Value), returns over specific periods, expenses, and other relevant financial data must be reported on fund return data-masterxlsm.
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